+3.3%
KORU vs VCIT
-0.8%
+4.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | 0.0% | +18.4% | +18.3% |
| 7D | -18.1% | -0.5% | -17.6% | -14.0% |
| 30D | -45.7% | +1.5% | -47.2% | -61.6% |
| 3M | -51.6% | -1.0% | -50.6% | -45.8% |
| 6M | -82.6% | -1.7% | -81.0% | -73.6% |
| YTD | -5.9% | -1.4% | -4.6% | +54.4% |
| 1Y | +3.3% | -0.9% | +4.2% | +66.5% |
| All | +3.3% | -0.8% | +4.1% | +66.5% |
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 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