+741.0%
PLMR vs VOO
+192.3%
+548.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -2.4% |
| 7D | +10.5% | -0.9% | +11.4% | +10.9% |
| 30D | +18.6% | -2.3% | +20.9% | +20.3% |
| 3M | +21.3% | -1.2% | +22.4% | +21.4% |
| 6M | +46.2% | +3.3% | +42.9% | +38.8% |
| YTD | +18.5% | +12.3% | +6.2% | +2.6% |
| 1Y | +20.9% | +12.5% | +8.4% | +4.4% |
| 3Y | +168.0% | +79.2% | +88.8% | +38.5% |
| 5Y | +66.6% | +75.7% | -9.1% | -11.5% |
| All | +741.0% | +192.3% | +548.7% | +157.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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