+72.5%
VXUS vs LUNR
+241.9%
-169.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.7% | +4.0% | -0.6% |
| 7D | +0.3% | +0.5% | -0.3% | +0.3% |
| 30D | +0.7% | -5.3% | +6.0% | +0.8% |
| 3M | +4.8% | -45.6% | +50.4% | +6.9% |
| 6M | +11.3% | -17.4% | +28.7% | +11.2% |
| YTD | +16.5% | -7.9% | +24.5% | +15.4% |
| 1Y | +24.3% | +77.6% | -53.4% | +19.8% |
| All | +72.5% | +241.9% | -169.3% | +58.8% |
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