-23.1%
LMND vs VOO
+167.2%
-190.3%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.7% | -2.2% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +2.6% | +0.1% | +2.5% | +2.7% |
| 3M | +3.6% | +2.0% | +1.6% | +0.3% |
| 6M | -2.5% | +13.0% | -15.5% | -23.8% |
| YTD | -25.0% | +13.6% | -38.5% | -41.4% |
| 1Y | +5.3% | +20.1% | -14.7% | -25.1% |
| 3Y | +279.9% | +77.6% | +202.3% | +22.3% |
| 5Y | -30.9% | +82.4% | -113.4% | -76.6% |
| All | -23.1% | +167.2% | -190.3% | -85.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling