+82.1%
KORU vs VCIT
+19.7%
+62.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.1% | +5.9% | +6.6% |
| 7D | -35.0% | +0.1% | -35.1% | -36.1% |
| 30D | -65.5% | +1.9% | -67.5% | -70.6% |
| 3M | -58.9% | -1.4% | -57.4% | -55.4% |
| 6M | -83.5% | -2.1% | -81.4% | -80.1% |
| YTD | -23.9% | -1.6% | -22.2% | -6.0% |
| 1Y | -12.4% | -0.9% | -11.5% | +5.8% |
| 3Y | +82.1% | +20.0% | +62.1% | +4.0% |
| All | +82.1% | +19.7% | +62.4% | +4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling