+36.7%
ASUR price history and return analytics
+222.7%
-186.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.3% |
| 7D | +7.2% | +2.9% | +4.3% | +4.4% |
| 30D | +40.4% | -2.5% | +42.9% | +43.2% |
| 3M | +23.1% | -3.3% | +26.4% | +26.6% |
| 6M | +19.9% | +1.5% | +18.4% | +17.1% |
| YTD | +9.2% | +11.4% | -2.1% | -3.1% |
| 1Y | +25.5% | +11.9% | +13.6% | +10.8% |
| 3Y | +20.9% | +73.9% | -53.0% | -31.7% |
| 5Y | +18.5% | +57.9% | -39.3% | -26.3% |
| All | +36.7% | +222.7% | -186.0% | -71.6% |
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