+48.7%
LUNR vs VSXY
+47.4%
+1.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.1% | -4.9% | -2.5% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -15.3% | -18.7% | +3.3% | -11.8% |
| 3M | -53.2% | -4.0% | -49.2% | -53.2% |
| 6M | -22.2% | +67.5% | -89.7% | -33.1% |
| YTD | -11.6% | +39.7% | -51.2% | -21.3% |
| 1Y | +68.4% | +180.0% | -111.6% | +27.5% |
| 3Y | +216.8% | +337.3% | -120.5% | +133.0% |
| All | +48.7% | +47.4% | +1.3% | +5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling