+502.3%
ASUR vs VOO
+795.4%
-293.1%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.7% |
| 7D | +5.5% | -0.6% | +6.1% | +6.0% |
| 30D | +40.1% | -3.6% | +43.7% | +43.3% |
| 3M | +23.0% | -2.7% | +25.7% | +25.0% |
| 6M | +11.7% | +2.2% | +9.5% | +9.4% |
| YTD | +9.1% | +10.9% | -1.8% | +0.8% |
| 1Y | +26.0% | +11.3% | +14.7% | +16.0% |
| 3Y | +20.8% | +76.9% | -56.1% | -19.7% |
| 5Y | +13.0% | +73.5% | -60.5% | -24.6% |
| 10Y | +51.4% | +307.7% | -256.3% | -36.8% |
| All | +502.3% | +795.4% | -293.1% | +148.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling