+3.3%
ASUR price history and return analytics
+66.2%
-62.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.3% |
| 7D | -2.3% | +1.0% | -3.3% | -3.0% |
| 30D | +2.1% | -0.2% | +2.3% | +2.3% |
| 3M | -1.6% | +4.5% | -6.1% | -4.9% |
| 6M | -6.3% | +14.1% | -20.4% | -15.3% |
| YTD | -6.1% | +14.8% | -20.8% | -15.3% |
| 1Y | +5.9% | +21.2% | -15.3% | -8.3% |
| 3Y | -23.4% | +76.6% | -100.0% | -47.7% |
| 5Y | +3.3% | +66.6% | -63.3% | -28.2% |
| All | +3.3% | +66.2% | -62.9% | -28.2% |
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