-29.5%
LMND vs VT
+13.3%
-42.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.3% |
| 7D | -10.0% | -1.6% | -8.3% | -6.6% |
| 30D | -11.1% | -2.5% | -8.6% | -6.0% |
| 3M | -22.1% | -1.3% | -20.8% | -19.7% |
| 6M | -27.0% | +3.1% | -30.1% | -32.1% |
| YTD | -41.9% | +10.9% | -52.9% | -55.6% |
| All | -29.5% | +13.3% | -42.8% | -50.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling