+458.9%
KORU vs VCIT
+0.1%
+458.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +4.8% |
| 7D | +20.1% | -0.2% | +20.3% | +23.9% |
| 30D | +47.5% | -0.5% | +48.0% | +60.2% |
| 3M | -30.1% | -0.9% | -29.1% | -13.5% |
| 6M | +20.1% | -1.9% | +22.1% | +92.2% |
| YTD | +166.6% | -1.0% | +167.6% | +310.9% |
| 1Y | +458.9% | +0.2% | +458.7% | +735.8% |
| All | +458.9% | +0.1% | +458.8% | +735.8% |
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