+216.8%
LUNR vs VSXY
+352.7%
-135.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.1% | -4.9% | -2.9% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -15.3% | -18.7% | +3.3% | -10.0% |
| 3M | -53.2% | -4.0% | -49.2% | -53.3% |
| 6M | -22.2% | +67.5% | -89.7% | -38.9% |
| YTD | -11.6% | +39.7% | -51.2% | -26.8% |
| 1Y | +68.4% | +180.0% | -111.6% | +4.7% |
| 3Y | +216.8% | +337.3% | -120.5% | +79.9% |
| All | +216.8% | +352.7% | -135.9% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling