+50.6%
PLMR vs VOO
+81.6%
-30.9%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +0.7% | -0.4% | +1.1% | +1.1% |
| 30D | +1.6% | -1.4% | +3.0% | +2.7% |
| 3M | +22.9% | +3.7% | +19.2% | +18.4% |
| 6M | +8.8% | +13.0% | -4.3% | -3.6% |
| YTD | -0.9% | +12.4% | -13.3% | -12.0% |
| 1Y | +10.4% | +18.6% | -8.2% | -7.2% |
| 3Y | +160.5% | +78.1% | +82.5% | +44.6% |
| 5Y | +50.6% | +82.3% | -31.6% | -17.3% |
| All | +50.6% | +81.6% | -30.9% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling