+222.7%
LUNR vs VIG
+54.7%
+168.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -0.9% |
| 7D | -0.5% | -2.2% | +1.7% | +5.6% |
| 30D | -11.3% | -3.2% | -8.1% | -3.3% |
| 3M | -44.9% | +3.0% | -47.9% | -49.4% |
| 6M | -17.3% | +8.1% | -25.4% | -32.0% |
| YTD | -9.9% | +9.1% | -19.0% | -27.6% |
| 1Y | +76.1% | +12.6% | +63.6% | +32.9% |
| All | +222.7% | +54.7% | +168.0% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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