+124.8%
VGT vs LUNR
+228.4%
-103.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.1% | +1.3% |
| 7D | -0.2% | -3.1% | +2.9% | 0.0% |
| 30D | -0.4% | -15.3% | +14.9% | +0.6% |
| 3M | +4.4% | -53.2% | +57.6% | +9.4% |
| 6M | +32.1% | -22.2% | +54.3% | +32.3% |
| YTD | +28.8% | -11.6% | +40.4% | +26.9% |
| 1Y | +35.3% | +68.4% | -33.1% | +27.2% |
| 3Y | +124.8% | +216.8% | -92.0% | +108.9% |
| All | +124.8% | +228.4% | -103.6% | +108.9% |
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