+687.3%
VRT vs LUNR
+35.0%
+652.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.0% | -5.5% | +1.2% |
| 7D | +18.6% | +51.2% | -32.5% | +16.2% |
| 30D | -11.7% | +7.0% | -18.6% | -12.0% |
| 3M | -27.3% | -23.1% | -4.2% | -26.6% |
| 6M | -42.9% | -59.4% | +16.5% | -41.1% |
| YTD | +29.5% | -19.7% | +49.2% | +29.2% |
| 1Y | +21.0% | +39.5% | -18.5% | +18.2% |
| 3Y | +403.1% | +357.2% | +45.9% | +385.8% |
| All | +687.3% | +35.0% | +652.3% | +602.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling