+123.4%
VRT vs LUNR
+75.3%
+48.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.6% | +4.2% |
| 7D | +9.1% | -3.6% | +12.8% | +9.8% |
| 30D | +0.9% | +5.9% | -4.9% | -0.2% |
| 3M | -13.4% | -56.0% | +42.6% | -3.7% |
| 6M | +11.7% | -20.5% | +32.2% | +10.9% |
| YTD | +73.2% | -8.7% | +82.0% | +62.5% |
| 1Y | +123.4% | +75.9% | +47.5% | +88.1% |
| All | +123.4% | +75.3% | +48.2% | +88.1% |
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