+65.1%
VTI vs LUNR
+51.5%
+13.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.6% |
| 7D | -2.0% | -0.5% | -1.5% | -2.0% |
| 30D | -1.9% | -11.3% | +9.3% | -1.8% |
| 3M | +4.5% | -44.9% | +49.4% | +5.1% |
| 6M | +12.6% | -17.3% | +29.9% | +12.6% |
| YTD | +12.0% | -9.9% | +21.9% | +11.7% |
| 1Y | +17.3% | +76.1% | -58.8% | +16.3% |
| 3Y | +75.3% | +240.0% | -164.7% | +74.2% |
| All | +65.1% | +51.5% | +13.6% | +66.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling