+134.6%
PURR vs VOO
+12.9%
+121.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +0.5% |
| 7D | -5.6% | -0.9% | -4.7% | -2.5% |
| 30D | -12.0% | -2.3% | -9.7% | -3.6% |
| 3M | +39.3% | -1.2% | +40.4% | +47.4% |
| 6M | +40.1% | +3.3% | +36.8% | +30.5% |
| YTD | +157.0% | +12.3% | +144.7% | +106.7% |
| All | +134.6% | +12.9% | +121.7% | +89.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling