+42.1%
ASUR vs VT
+215.5%
-173.4%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.3% |
| 7D | +2.6% | -2.3% | +4.9% | +4.7% |
| 30D | +30.8% | -5.0% | +35.7% | +36.5% |
| 3M | +10.8% | -4.9% | +15.7% | +15.6% |
| 6M | +11.0% | -1.5% | +12.6% | +11.5% |
| YTD | +2.4% | +8.5% | -6.0% | -6.9% |
| 1Y | +18.3% | +11.4% | +6.9% | +4.6% |
| 3Y | +14.6% | +70.1% | -55.5% | -33.9% |
| 5Y | +1.0% | +53.7% | -52.7% | -35.6% |
| All | +42.1% | +215.5% | -173.4% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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