+65.1%
PLMR vs VOO
+72.0%
-6.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.7% | -1.1% |
| 7D | +8.1% | +0.1% | +8.0% | +7.5% |
| 30D | +19.9% | -3.3% | +23.2% | +22.4% |
| 3M | +20.1% | -2.4% | +22.5% | +21.5% |
| 6M | +38.8% | +2.6% | +36.2% | +33.5% |
| YTD | +16.7% | +11.3% | +5.5% | +3.8% |
| 1Y | +22.9% | +13.4% | +9.4% | +7.2% |
| 3Y | +172.4% | +80.3% | +92.1% | +48.5% |
| 5Y | +65.1% | +72.7% | -7.6% | -4.5% |
| All | +65.1% | +72.0% | -6.8% | -4.5% |
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 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