+728.5%
PLMR vs VOO
+189.6%
+538.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.7% | -1.5% |
| 7D | +8.1% | +0.1% | +8.0% | +7.4% |
| 30D | +19.9% | -3.3% | +23.2% | +22.9% |
| 3M | +20.1% | -2.4% | +22.5% | +21.7% |
| 6M | +38.8% | +2.6% | +36.2% | +32.6% |
| YTD | +16.7% | +11.3% | +5.5% | +2.0% |
| 1Y | +22.9% | +13.4% | +9.4% | +5.0% |
| 3Y | +172.4% | +80.3% | +92.1% | +39.7% |
| 5Y | +65.1% | +72.7% | -7.6% | -10.7% |
| All | +728.5% | +189.6% | +538.9% | +156.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling