-30.5%
LMND vs VT
+66.2%
-96.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | +0.8% | +0.4% | +0.4% | -0.1% |
| 30D | +2.6% | +1.0% | +1.6% | +0.4% |
| 3M | +3.6% | +2.4% | +1.2% | -1.6% |
| 6M | -2.5% | +12.0% | -14.5% | -25.6% |
| YTD | -25.0% | +15.3% | -40.3% | -46.2% |
| 1Y | +5.3% | +22.6% | -17.2% | -33.3% |
| 3Y | +279.9% | +74.7% | +205.2% | +4.8% |
| All | -30.5% | +66.2% | -96.7% | -75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling