+208.5%
PURR price history and return analytics
+15.5%
+192.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +2.8% |
| 7D | +6.3% | -0.1% | +6.4% | +7.0% |
| 30D | +82.3% | -0.7% | +82.9% | +87.4% |
| 3M | +45.8% | +4.0% | +41.8% | +33.0% |
| 6M | +124.9% | +12.3% | +112.6% | +74.4% |
| YTD | +237.9% | +14.0% | +223.9% | +191.6% |
| All | +208.5% | +15.5% | +192.9% | +172.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling