+8.9%
ASUR price history and return analytics
+57.4%
-48.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +2.6% | +5.0% | +5.8% |
| 7D | +4.8% | +0.4% | +4.5% | +4.6% |
| 30D | +41.4% | -2.6% | +44.0% | +43.6% |
| 3M | +19.7% | -3.2% | +23.0% | +22.2% |
| 6M | +12.8% | +0.9% | +11.9% | +11.4% |
| YTD | +10.2% | +11.3% | -1.1% | +1.0% |
| 1Y | +28.6% | +14.0% | +14.6% | +15.8% |
| 3Y | +23.0% | +75.8% | -52.9% | -16.6% |
| 5Y | +8.9% | +57.8% | -48.9% | -23.4% |
| All | +8.9% | +57.4% | -48.5% | -23.4% |
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