+38.0%
ASUR vs VOO
+309.6%
-271.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.3% |
| 7D | +7.7% | +2.6% | +5.1% | +5.3% |
| 30D | +45.1% | -2.0% | +47.1% | +47.0% |
| 3M | +19.7% | -2.8% | +22.5% | +22.2% |
| 6M | +22.5% | +2.2% | +20.4% | +19.2% |
| YTD | +10.3% | +11.5% | -1.2% | -1.1% |
| 1Y | +27.5% | +13.5% | +14.0% | +12.4% |
| 3Y | +21.4% | +78.1% | -56.7% | -30.1% |
| 5Y | +19.7% | +73.1% | -53.4% | -30.0% |
| All | +38.0% | +309.6% | -271.7% | -77.8% |
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