+68.4%
LUNR vs VO
+13.3%
+55.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -4.6% |
| 7D | -3.1% | -1.5% | -1.6% | +2.1% |
| 30D | -15.3% | -3.0% | -12.3% | -5.6% |
| 3M | -53.2% | +2.8% | -56.0% | -57.8% |
| 6M | -22.2% | +10.9% | -33.2% | -45.8% |
| YTD | -11.6% | +12.5% | -24.0% | -42.8% |
| 1Y | +68.4% | +12.0% | +56.5% | +15.2% |
| All | +68.4% | +13.3% | +55.2% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling