+38.0%
ASUR price history and return analytics
+221.8%
-183.8%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.2% |
| 7D | +7.7% | +2.4% | +5.3% | +5.4% |
| 30D | +45.1% | -1.5% | +46.6% | +46.5% |
| 3M | +19.7% | -4.1% | +23.8% | +24.1% |
| 6M | +22.5% | +0.6% | +22.0% | +20.8% |
| YTD | +10.3% | +11.0% | -0.7% | -1.9% |
| 1Y | +27.5% | +13.3% | +14.1% | +11.1% |
| 3Y | +21.4% | +73.4% | -52.0% | -31.3% |
| 5Y | +19.7% | +57.4% | -37.7% | -25.4% |
| All | +38.0% | +221.8% | -183.8% | -71.3% |
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