+301.0%
LUNR vs VLTO
+26.2%
+274.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.7% | +6.2% |
| 7D | +6.5% | -1.6% | +8.1% | +7.2% |
| 30D | -4.4% | -2.9% | -1.5% | -3.4% |
| 3M | -47.3% | +12.7% | -59.9% | -51.0% |
| 6M | -11.1% | +1.6% | -12.6% | -12.3% |
| YTD | -3.4% | -4.0% | +0.6% | -1.6% |
| 1Y | +85.8% | -10.2% | +95.9% | +98.5% |
| All | +301.0% | +26.2% | +274.9% | +252.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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