+55.0%
ASUR price history and return analytics
+222.7%
-167.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.1% | -5.1% |
| 7D | -7.5% | -0.1% | -7.4% | -7.4% |
| 30D | -0.2% | -0.7% | +0.4% | +0.5% |
| 3M | -6.5% | +4.0% | -10.5% | -10.4% |
| 6M | -10.7% | +12.3% | -23.0% | -21.0% |
| YTD | -11.5% | +14.0% | -25.5% | -22.9% |
| 1Y | +2.8% | +20.3% | -17.5% | -15.1% |
| 3Y | -27.9% | +75.4% | -103.3% | -59.3% |
| 5Y | -2.8% | +66.0% | -68.8% | -42.7% |
| 10Y | +55.0% | +228.2% | -173.2% | -62.7% |
| All | +55.0% | +222.7% | -167.7% | -62.7% |
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