-35.5%
LMND vs VOO
+81.6%
-117.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -1.6% |
| 7D | -7.4% | -0.4% | -7.0% | -6.5% |
| 30D | -6.6% | -1.4% | -5.2% | -3.4% |
| 3M | -8.1% | +3.7% | -11.9% | -14.1% |
| 6M | -10.7% | +13.0% | -23.7% | -30.8% |
| YTD | -30.9% | +12.4% | -43.3% | -45.3% |
| 1Y | -6.9% | +18.6% | -25.5% | -32.9% |
| 3Y | +277.7% | +78.1% | +199.7% | +13.2% |
| 5Y | -35.5% | +82.3% | -117.7% | -79.2% |
| All | -35.5% | +81.6% | -117.0% | -79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling