+24.5%
VEA vs LUNR
+73.3%
-48.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.2% |
| 7D | -1.5% | -3.1% | +1.7% | -1.3% |
| 30D | -0.8% | -15.3% | +14.5% | 0.0% |
| 3M | +2.5% | -53.2% | +55.6% | +6.3% |
| 6M | +11.1% | -22.2% | +33.4% | +11.2% |
| YTD | +17.2% | -11.6% | +28.8% | +15.8% |
| 1Y | +24.5% | +68.4% | -43.9% | +15.4% |
| All | +24.5% | +73.3% | -48.8% | +15.4% |
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