-14.3%
KORU vs VCIT
+30.9%
-45.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | 0.0% | +18.4% | +18.4% |
| 7D | -18.1% | -0.5% | -17.6% | -17.0% |
| 30D | -45.7% | +1.5% | -47.2% | -49.5% |
| 3M | -51.6% | -1.0% | -50.6% | -50.2% |
| 6M | -82.6% | -1.7% | -81.0% | -80.9% |
| YTD | -5.9% | -1.4% | -4.6% | +6.5% |
| 1Y | +3.3% | -0.9% | +4.2% | +15.7% |
| 3Y | +154.5% | +19.8% | +134.7% | +66.6% |
| 5Y | -26.6% | +4.6% | -31.2% | -27.3% |
| 10Y | -14.3% | +31.5% | -45.8% | -35.5% |
| All | -14.3% | +30.9% | -45.2% | -35.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling