+62.5%
LUNR vs VIG
+56.0%
+6.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.7% | +6.6% |
| 7D | +6.5% | -0.4% | +6.9% | +6.9% |
| 30D | -4.4% | -2.1% | -2.3% | -2.6% |
| 3M | -47.3% | +3.3% | -50.6% | -48.8% |
| 6M | -11.1% | +9.3% | -20.3% | -17.2% |
| YTD | -3.4% | +10.1% | -13.5% | -10.5% |
| 1Y | +85.8% | +14.7% | +71.1% | +68.6% |
| 3Y | +264.7% | +56.9% | +207.7% | +229.1% |
| All | +62.5% | +56.0% | +6.5% | +53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling