-28.5%
LMND vs VOO
+162.9%
-191.5%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +2.1% |
| 7D | -9.9% | -2.0% | -8.0% | -5.9% |
| 30D | -6.2% | -1.7% | -4.5% | -2.5% |
| 3M | -11.2% | +4.7% | -15.9% | -18.2% |
| 6M | -10.5% | +12.6% | -23.1% | -29.3% |
| YTD | -30.3% | +11.8% | -42.1% | -43.6% |
| 1Y | +0.9% | +17.5% | -16.7% | -24.9% |
| 3Y | +280.7% | +77.0% | +203.8% | +23.5% |
| 5Y | -33.6% | +82.6% | -116.2% | -77.4% |
| All | -28.5% | +162.9% | -191.5% | -86.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling