+48.7%
LUNR price history and return analytics
+61.7%
-13.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.9% |
| 7D | -3.1% | -1.1% | -2.0% | -1.9% |
| 30D | -15.3% | -1.0% | -14.4% | -14.3% |
| 3M | -53.2% | +3.2% | -56.3% | -54.4% |
| 6M | -22.2% | +12.5% | -34.7% | -29.3% |
| YTD | -11.6% | +14.1% | -25.6% | -20.2% |
| 1Y | +68.4% | +18.9% | +49.5% | +48.6% |
| 3Y | +216.8% | +74.1% | +142.7% | +164.3% |
| All | +48.7% | +61.7% | -13.0% | +30.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling