+55.0%
VXUS vs LUNR
+54.8%
+0.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.7% | +4.0% | -0.7% |
| 7D | +0.3% | +0.5% | -0.3% | +0.3% |
| 30D | +0.7% | -5.3% | +6.0% | +0.7% |
| 3M | +4.8% | -45.6% | +50.4% | +5.3% |
| 6M | +11.3% | -17.4% | +28.7% | +11.3% |
| YTD | +16.5% | -7.9% | +24.5% | +16.3% |
| 1Y | +24.3% | +77.6% | -53.4% | +23.4% |
| 3Y | +74.5% | +247.4% | -172.9% | +73.1% |
| All | +55.0% | +54.8% | +0.1% | +54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling