+22.5%
KORU vs VCIT
-0.8%
+23.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.6% | -5.9% | -13.5% |
| 7D | -24.3% | +0.4% | -24.8% | -30.2% |
| 30D | -54.2% | +2.2% | -56.4% | -70.7% |
| 3M | -45.4% | -1.8% | -43.6% | -25.7% |
| 6M | -66.5% | -1.6% | -64.8% | -47.1% |
| YTD | +14.9% | -1.7% | +16.6% | +103.7% |
| 1Y | +22.5% | -0.8% | +23.4% | +118.2% |
| All | +22.5% | -0.8% | +23.3% | +118.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling