+573.1%
VRT vs LUNR
+241.9%
+331.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -4.7% | -4.9% | -9.0% |
| 7D | +2.4% | +0.5% | +1.9% | +2.4% |
| 30D | -2.7% | -5.3% | +2.7% | -2.0% |
| 3M | -9.2% | -45.6% | +36.4% | -2.6% |
| 6M | -0.5% | -17.4% | +16.9% | -0.8% |
| YTD | +62.3% | -7.9% | +70.3% | +57.0% |
| 1Y | +109.6% | +77.6% | +31.9% | +84.6% |
| All | +573.1% | +241.9% | +331.2% | +550.2% |
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