+48.7%
LUNR vs VIG
+55.5%
-6.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.6% | -2.5% |
| 7D | -3.1% | -1.1% | -2.0% | -2.2% |
| 30D | -15.3% | -2.7% | -12.6% | -13.2% |
| 3M | -53.2% | +2.5% | -55.7% | -54.3% |
| 6M | -22.2% | +9.2% | -31.5% | -27.5% |
| YTD | -11.6% | +9.8% | -21.4% | -17.8% |
| 1Y | +68.4% | +12.4% | +56.0% | +55.1% |
| 3Y | +216.8% | +55.9% | +160.9% | +186.1% |
| All | +48.7% | +55.5% | -6.8% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling