+48.7%
LUNR vs VEU
+56.3%
-7.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.9% | -3.0% |
| 7D | -3.1% | -1.4% | -1.7% | -1.6% |
| 30D | -15.3% | -0.4% | -14.9% | -14.8% |
| 3M | -53.2% | +2.5% | -55.7% | -54.1% |
| 6M | -22.2% | +11.1% | -33.4% | -28.2% |
| YTD | -11.6% | +16.5% | -28.1% | -21.4% |
| 1Y | +68.4% | +22.9% | +45.5% | +44.8% |
| 3Y | +216.8% | +73.4% | +143.4% | +144.5% |
| All | +48.7% | +56.3% | -7.6% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling