+148.5%
PURR vs VOO
+13.9%
+134.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.6% | -6.2% | -10.2% |
| 7D | -2.8% | -0.7% | -2.1% | -0.3% |
| 30D | -25.0% | -1.1% | -23.9% | -21.4% |
| 3M | +42.3% | -0.3% | +42.6% | +46.3% |
| 6M | +51.9% | +7.4% | +44.5% | +24.5% |
| YTD | +172.2% | +13.4% | +158.8% | +112.1% |
| All | +148.5% | +13.9% | +134.5% | +94.0% |
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 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