+207.9%
LUNR vs VLTO
+56.1%
+151.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +0.8% | +14.2% | +14.7% |
| 7D | +22.1% | +2.0% | +20.1% | +21.5% |
| 30D | -8.7% | +21.8% | -30.5% | -15.0% |
| 3M | -26.6% | +20.2% | -46.8% | -31.4% |
| 6M | -58.4% | +36.3% | -94.8% | -64.0% |
| YTD | -25.8% | +18.8% | -44.7% | -30.1% |
| 1Y | +25.5% | +20.4% | +5.1% | +17.2% |
| 3Y | +300.0% | +71.9% | +228.1% | +224.1% |
| All | +207.9% | +56.1% | +151.8% | +150.7% |
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