+865.2%
VRT vs LUNR
+48.7%
+816.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.8% | +5.4% | +3.7% |
| 7D | -8.4% | -3.1% | -5.3% | -8.2% |
| 30D | -10.9% | -15.3% | +4.5% | -10.2% |
| 3M | -13.7% | -53.2% | +39.5% | -11.1% |
| 6M | -4.1% | -22.2% | +18.1% | -3.8% |
| YTD | +58.7% | -11.6% | +70.3% | +57.9% |
| 1Y | +89.6% | +68.4% | +21.2% | +84.1% |
| 3Y | +558.1% | +216.8% | +341.4% | +535.2% |
| All | +865.2% | +48.7% | +816.5% | +759.0% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling