+68.0%
VXUS vs LUNR
+348.3%
-280.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +2.1% | +24.2% | -22.0% | +1.2% |
| 30D | -1.1% | +18.0% | -19.1% | -2.0% |
| 3M | -5.6% | -26.0% | +20.3% | -4.9% |
| 6M | -2.3% | -63.6% | +61.3% | +0.6% |
| YTD | +10.4% | -19.9% | +30.3% | +9.5% |
| 1Y | +13.1% | +50.1% | -37.1% | +9.7% |
| 3Y | +68.0% | +374.5% | -306.4% | +56.8% |
| All | +68.0% | +348.3% | -280.3% | +56.8% |
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