-23.4%
ASUR vs VOO
+79.1%
-102.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.1% | -4.1% |
| 7D | -2.3% | +0.5% | -2.9% | -2.8% |
| 30D | +2.1% | -0.9% | +3.0% | +3.0% |
| 3M | -1.6% | +3.9% | -5.4% | -5.1% |
| 6M | -6.3% | +14.5% | -20.9% | -17.6% |
| YTD | -6.1% | +13.0% | -19.0% | -16.0% |
| 1Y | +5.9% | +19.4% | -13.6% | -10.3% |
| 3Y | -23.4% | +78.9% | -102.3% | -54.1% |
| All | -23.4% | +79.1% | -102.6% | -54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling