+70.6%
PLMR vs VT
+57.5%
+13.1%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +3.1% |
| 7D | +13.3% | -0.1% | +13.4% | +12.9% |
| 30D | +23.2% | -3.1% | +26.2% | +25.5% |
| 3M | +22.9% | -3.5% | +26.4% | +25.4% |
| 6M | +42.6% | +0.5% | +42.1% | +39.2% |
| YTD | +19.9% | +10.8% | +9.2% | +5.8% |
| 1Y | +24.8% | +11.9% | +12.9% | +8.9% |
| 3Y | +171.2% | +73.0% | +98.2% | +48.9% |
| 5Y | +70.6% | +58.6% | +12.0% | +6.8% |
| All | +70.6% | +57.5% | +13.1% | +6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling