+136.2%
KORU vs VCIT
+19.0%
+117.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.3% | -4.4% |
| 7D | +11.1% | -1.4% | +12.6% | +21.7% |
| 30D | -40.6% | +0.6% | -41.2% | -44.8% |
| 3M | -63.9% | -2.2% | -61.7% | -58.9% |
| 6M | -82.8% | -2.3% | -80.5% | -79.0% |
| YTD | -15.4% | -2.2% | -13.2% | +8.5% |
| 1Y | -3.3% | -1.4% | -1.9% | +20.8% |
| 3Y | +136.2% | +18.7% | +117.4% | +44.4% |
| All | +136.2% | +19.0% | +117.1% | +44.4% |
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