+70.8%
KORU vs VCIT
+29.0%
+41.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.9% |
| 7D | +24.3% | +0.1% | +24.2% | +23.9% |
| 30D | +37.3% | -0.8% | +38.1% | +41.6% |
| 3M | -32.8% | -0.5% | -32.3% | -30.0% |
| 6M | +36.9% | -1.4% | +38.3% | +55.6% |
| YTD | +162.6% | -0.8% | +163.4% | +194.3% |
| 1Y | +467.0% | +0.3% | +466.7% | +515.5% |
| 3Y | +522.4% | +19.2% | +503.1% | +311.6% |
| 5Y | +57.9% | +3.6% | +54.3% | +62.7% |
| 10Y | +70.8% | +29.3% | +41.5% | +39.6% |
| All | +70.8% | +29.0% | +41.8% | +39.6% |
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