+831.7%
VRT vs LUNR
+51.5%
+780.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.1% | -3.5% | -5.5% |
| 7D | -7.7% | -0.5% | -7.2% | -7.7% |
| 30D | -12.0% | -11.3% | -0.7% | -11.5% |
| 3M | -11.7% | -44.9% | +33.2% | -9.7% |
| 6M | -8.1% | -17.3% | +9.2% | -7.9% |
| YTD | +53.2% | -9.9% | +63.1% | +52.3% |
| 1Y | +81.7% | +76.1% | +5.5% | +76.1% |
| 3Y | +535.3% | +240.0% | +295.3% | +512.5% |
| All | +831.7% | +51.5% | +780.2% | +728.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling