+208.5%
PURR vs VOO
+13.0%
+195.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +2.4% |
| 7D | +6.3% | -0.4% | +6.6% | +8.0% |
| 30D | +82.3% | -1.4% | +83.6% | +91.9% |
| 3M | +45.8% | +3.7% | +42.1% | +30.9% |
| 6M | +124.9% | +13.0% | +111.8% | +61.7% |
| YTD | +237.9% | +12.4% | +225.5% | +167.5% |
| All | +208.5% | +13.0% | +195.5% | +144.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling