-23.1%
LMND vs VT
+138.7%
-161.8%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.5% |
| 6M | -2.5% | +12.0% | -14.5% | -25.1% |
| YTD | -25.0% | +15.3% | -40.3% | -45.7% |
| 1Y | +5.3% | +22.6% | -17.2% | -32.5% |
| 3Y | +279.9% | +74.7% | +205.2% | +9.3% |
| 5Y | -30.9% | +66.1% | -97.1% | -74.5% |
| All | -23.1% | +138.7% | -161.8% | -85.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling