-77.6%
LUNL price history and return analytics
+9.8%
-87.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | +1.1% |
| 7D | -2.6% | -2.0% | -0.6% | +10.8% |
| 30D | -26.9% | -1.4% | -25.5% | -19.1% |
| 3M | -77.8% | +4.7% | -82.5% | -82.4% |
| 6M | -69.3% | +11.4% | -80.6% | -80.9% |
| All | -77.6% | +9.8% | -87.5% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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