+14.9%
VTI vs LUNR
-9.9%
+24.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.2% | +6.8% | +1.8% |
| 7D | -0.6% | -14.3% | +13.7% | +0.2% |
| 30D | -1.0% | -30.5% | +29.5% | +0.8% |
| 3M | -0.8% | -28.9% | +28.1% | +0.6% |
| 6M | +7.1% | -60.8% | +67.9% | +10.7% |
| YTD | +13.4% | -38.8% | +52.2% | +13.4% |
| 1Y | +14.9% | -4.5% | +19.4% | +11.2% |
| All | +14.9% | -9.9% | +24.8% | +11.2% |
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 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