+20.0%
VCIT vs LUNR
+198.3%
-178.3%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +21.5% | -21.6% | -0.2% |
| 7D | +0.1% | -1.9% | +2.0% | +0.1% |
| 30D | +1.9% | -27.3% | +29.3% | +2.1% |
| 3M | -1.4% | -29.9% | +28.4% | -1.3% |
| 6M | -2.1% | -60.2% | +58.1% | -1.8% |
| YTD | -1.6% | -35.5% | +33.9% | -1.6% |
| 1Y | -0.9% | +9.5% | -10.4% | -1.1% |
| 3Y | +20.0% | +226.2% | -206.2% | +19.3% |
| All | +20.0% | +198.3% | -178.3% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LUNR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling