-28.8%
LMND price history and return analytics
+136.1%
-164.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -2.5% |
| 7D | -7.5% | -1.1% | -6.4% | -5.1% |
| 30D | -4.3% | -1.0% | -3.4% | -1.9% |
| 3M | -13.6% | +3.2% | -16.8% | -18.7% |
| 6M | -8.7% | +12.5% | -21.1% | -30.5% |
| YTD | -30.6% | +14.1% | -44.7% | -48.5% |
| 1Y | -2.0% | +18.9% | -20.9% | -32.6% |
| 3Y | +280.6% | +74.1% | +206.5% | +10.4% |
| 5Y | -33.9% | +66.9% | -100.7% | -75.8% |
| All | -28.8% | +136.1% | -164.9% | -85.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling