-38.3%
LMND price history and return analytics
+59.8%
-98.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +0.8% |
| 7D | -11.4% | -0.7% | -10.7% | -9.8% |
| 30D | -9.9% | -1.7% | -8.2% | -5.5% |
| 3M | -23.1% | -2.3% | -20.8% | -18.2% |
| 6M | -26.1% | +1.5% | -27.7% | -27.9% |
| YTD | -42.9% | +12.0% | -54.9% | -55.9% |
| 1Y | -48.6% | +12.9% | -61.5% | -60.8% |
| 3Y | +185.9% | +74.9% | +111.0% | -22.5% |
| 5Y | -38.3% | +59.9% | -98.2% | -75.2% |
| All | -38.3% | +59.8% | -98.0% | -75.2% |
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