-17.4%
LUNR vs VIG
+9.7%
-27.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -2.9% |
| 7D | +0.5% | -1.2% | +1.7% | +4.5% |
| 30D | -5.3% | -2.8% | -2.5% | +4.4% |
| 3M | -45.6% | +2.5% | -48.1% | -52.0% |
| 6M | -17.4% | +8.1% | -25.5% | -36.0% |
| All | -17.4% | +9.7% | -27.0% | -36.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling