+0.5%
ASUR vs VT
+53.2%
-52.7%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.7% | +1.4% |
| 7D | +32.8% | -4.2% | +37.0% | +36.2% |
| 30D | +28.7% | -5.8% | +34.5% | +33.6% |
| 3M | +11.6% | -5.2% | +16.9% | +15.4% |
| 6M | +10.6% | +0.1% | +10.5% | +9.5% |
| YTD | +1.9% | +8.2% | -6.3% | -4.8% |
| 1Y | +16.5% | +10.1% | +6.4% | +7.4% |
| 3Y | +13.1% | +69.7% | -56.6% | -21.5% |
| 5Y | +0.5% | +53.4% | -52.9% | -28.4% |
| All | +0.5% | +53.2% | -52.7% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling