+191.2%
VLO vs LUNR
+234.6%
-43.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.9% |
| 7D | +4.0% | -0.5% | +4.5% | +4.0% |
| 30D | +19.0% | -11.3% | +30.3% | +19.3% |
| 3M | +50.0% | -44.9% | +94.9% | +51.7% |
| 6M | +79.1% | -17.3% | +96.4% | +78.3% |
| YTD | +140.3% | -9.9% | +150.2% | +137.8% |
| 1Y | +148.3% | +76.1% | +72.2% | +141.5% |
| All | +191.2% | +234.6% | -43.4% | +179.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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