+205.9%
PURR vs VOO
+13.5%
+192.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -0.2% |
| 7D | +5.1% | +0.5% | +4.5% | +3.6% |
| 30D | +75.2% | -0.9% | +76.1% | +81.7% |
| 3M | +33.7% | +3.9% | +29.9% | +19.6% |
| 6M | +175.5% | +14.5% | +161.0% | +89.6% |
| YTD | +235.1% | +13.0% | +222.2% | +161.3% |
| All | +205.9% | +13.5% | +192.4% | +139.0% |
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