-42.9%
KORU vs VCIT
+3.2%
-46.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.1% | +5.9% | +6.3% |
| 7D | -35.0% | +0.1% | -35.1% | -35.7% |
| 30D | -65.5% | +1.9% | -67.5% | -68.9% |
| 3M | -58.9% | -1.4% | -57.4% | -56.7% |
| 6M | -83.5% | -2.1% | -81.4% | -81.3% |
| YTD | -23.9% | -1.6% | -22.2% | -11.7% |
| 1Y | -12.4% | -0.9% | -11.5% | -0.4% |
| 3Y | +82.1% | +20.0% | +62.1% | +19.2% |
| All | -42.9% | +3.2% | -46.2% | -54.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling