+52.5%
ASUR vs VOO
+321.7%
-269.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.2% |
| 7D | -8.3% | -2.0% | -6.3% | -6.6% |
| 30D | -0.1% | -1.7% | +1.5% | +1.5% |
| 3M | -5.4% | +4.7% | -10.2% | -9.6% |
| 6M | -10.3% | +12.6% | -22.8% | -19.9% |
| YTD | -10.9% | +11.8% | -22.7% | -19.9% |
| 1Y | +5.3% | +17.5% | -12.3% | -9.7% |
| 3Y | -27.4% | +77.0% | -104.4% | -57.6% |
| 5Y | -0.4% | +82.6% | -82.9% | -44.9% |
| All | +52.5% | +321.7% | -269.2% | -70.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling