+212.3%
PURR vs VOO
+14.2%
+198.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -3.3% |
| 7D | +4.9% | +0.1% | +4.8% | +4.9% |
| 30D | +78.6% | +0.1% | +78.5% | +79.2% |
| 3M | +28.3% | +2.0% | +26.3% | +22.7% |
| 6M | +141.2% | +13.0% | +128.2% | +74.4% |
| YTD | +242.1% | +13.6% | +228.6% | +161.7% |
| All | +212.3% | +14.2% | +198.2% | +139.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling