+32.7%
PLMR vs VT
+10.5%
+22.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | +0.2% |
| 7D | +11.0% | -2.3% | +13.3% | +9.6% |
| 30D | +22.8% | -5.0% | +27.7% | +19.9% |
| 3M | +14.2% | -4.9% | +19.1% | +11.7% |
| 6M | +41.1% | -1.5% | +42.6% | +39.1% |
| YTD | +15.9% | +8.5% | +7.5% | +11.4% |
| 1Y | +32.7% | +11.4% | +21.3% | +24.0% |
| All | +32.7% | +10.5% | +22.2% | +24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling