+148.5%
PURR vs VT
+14.3%
+134.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.3% | -9.9% |
| 7D | -2.8% | -0.3% | -2.5% | -1.8% |
| 30D | -25.0% | -1.4% | -23.6% | -20.8% |
| 3M | +42.3% | -1.4% | +43.7% | +51.4% |
| 6M | +51.9% | +5.5% | +46.4% | +37.0% |
| YTD | +172.2% | +12.8% | +159.4% | +145.2% |
| All | +148.5% | +14.3% | +134.2% | +128.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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