+123.1%
PURR vs VOO
+12.1%
+111.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | 0.0% |
| 7D | -1.3% | +2.6% | -3.9% | -9.1% |
| 30D | -8.1% | -2.0% | -6.1% | -0.8% |
| 3M | +27.6% | -2.8% | +30.3% | +42.4% |
| 6M | +43.3% | +2.2% | +41.2% | +38.7% |
| YTD | +144.4% | +11.5% | +132.9% | +101.1% |
| All | +123.1% | +12.1% | +111.0% | +84.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling