+20.5%
VEA vs LUNR
-9.9%
+30.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.2% | +7.3% | +2.4% |
| 7D | +0.7% | -14.3% | +15.0% | +1.6% |
| 30D | -0.4% | -30.5% | +30.1% | +1.7% |
| 3M | -1.7% | -28.9% | +27.2% | +0.1% |
| 6M | +5.1% | -60.8% | +65.9% | +9.5% |
| YTD | +14.4% | -38.8% | +53.3% | +15.5% |
| 1Y | +20.5% | -4.5% | +25.0% | +18.8% |
| All | +20.5% | -9.9% | +30.4% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling