+621.7%
PLMR vs VT
+148.4%
+473.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +3.8% | +0.4% | +3.3% | +3.3% |
| 30D | +2.3% | +1.0% | +1.3% | +1.1% |
| 3M | +32.7% | +2.4% | +30.3% | +28.0% |
| 6M | +10.2% | +12.0% | -1.8% | -4.0% |
| YTD | +1.7% | +15.3% | -13.6% | -14.6% |
| 1Y | +8.6% | +22.6% | -14.0% | -15.0% |
| 3Y | +163.2% | +74.7% | +88.5% | +37.4% |
| 5Y | +47.4% | +66.1% | -18.7% | -17.8% |
| All | +621.7% | +148.4% | +473.3% | +145.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling