+62.5%
LUNR vs VSH
+60.1%
+2.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +6.4% |
| 7D | +6.5% | +6.2% | +0.3% | +3.3% |
| 30D | -4.4% | -11.1% | +6.7% | +1.5% |
| 3M | -47.3% | -44.9% | -2.4% | -31.1% |
| 6M | -11.1% | +90.0% | -101.0% | -36.6% |
| YTD | -3.4% | +118.8% | -122.2% | -35.7% |
| 1Y | +85.8% | +109.0% | -23.2% | +26.5% |
| 3Y | +264.7% | +35.6% | +229.0% | +164.7% |
| All | +62.5% | +60.1% | +2.4% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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