+216.8%
LUNR vs VEU
+73.8%
+143.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.9% | -4.3% |
| 7D | -3.1% | -1.4% | -1.7% | +0.1% |
| 30D | -15.3% | -0.4% | -14.9% | -14.4% |
| 3M | -53.2% | +2.5% | -55.7% | -55.5% |
| 6M | -22.2% | +11.1% | -33.4% | -36.9% |
| YTD | -11.6% | +16.5% | -28.1% | -36.1% |
| 1Y | +68.4% | +22.9% | +45.5% | +9.6% |
| 3Y | +216.8% | +73.4% | +143.4% | -4.1% |
| All | +216.8% | +73.8% | +143.0% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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