+443.7%
ASUR vs VOO
+817.1%
-373.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.7% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | +7.9% | +0.1% | +7.8% | +7.9% |
| 3M | +2.0% | +2.0% | 0.0% | +0.4% |
| 6M | -1.2% | +13.0% | -14.2% | -9.8% |
| YTD | -1.5% | +13.6% | -15.1% | -10.2% |
| 1Y | +15.0% | +20.1% | -5.1% | +0.7% |
| 3Y | -26.4% | +77.6% | -104.0% | -50.9% |
| 5Y | +3.6% | +82.4% | -78.9% | -33.1% |
| 10Y | +75.8% | +316.8% | -241.1% | -27.5% |
| All | +443.7% | +817.1% | -373.3% | +121.6% |
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