+54.8%
LUNR vs VOO
+73.9%
-19.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.3% | -4.3% |
| 7D | +0.5% | -0.4% | +0.9% | +0.8% |
| 30D | -5.3% | -1.4% | -3.9% | -4.0% |
| 3M | -45.6% | +3.7% | -49.3% | -47.1% |
| 6M | -17.4% | +13.0% | -30.4% | -24.2% |
| YTD | -7.9% | +12.4% | -20.4% | -15.1% |
| 1Y | +77.6% | +18.6% | +59.0% | +59.9% |
| 3Y | +247.4% | +78.1% | +169.4% | +217.2% |
| All | +54.8% | +73.9% | -19.1% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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