-21.8%
LMND vs VOO
+14.7%
-36.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.6% | +9.4% | +6.8% |
| 7D | +1.2% | -0.7% | +1.9% | +3.5% |
| 30D | -1.6% | -1.1% | -0.6% | +1.3% |
| 3M | -15.2% | -0.3% | -14.8% | -14.0% |
| 6M | -16.6% | +7.4% | -24.0% | -30.3% |
| YTD | -35.5% | +13.4% | -48.9% | -52.8% |
| 1Y | -21.8% | +14.8% | -36.6% | -44.9% |
| All | -21.8% | +14.7% | -36.4% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling