-35.5%
LMND price history and return analytics
+65.7%
-101.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.1% |
| 7D | -7.4% | -0.1% | -7.2% | -7.0% |
| 30D | -6.6% | -0.7% | -5.9% | -4.9% |
| 3M | -8.1% | +4.0% | -12.1% | -15.6% |
| 6M | -10.7% | +12.3% | -23.0% | -32.1% |
| YTD | -30.9% | +14.0% | -44.9% | -49.0% |
| 1Y | -6.9% | +20.3% | -27.2% | -38.3% |
| 3Y | +277.7% | +75.4% | +202.3% | +3.1% |
| 5Y | -35.5% | +66.0% | -101.4% | -76.4% |
| All | -35.5% | +65.7% | -101.1% | -76.4% |
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