+47.5%
KORU vs VCIT
+4.1%
+43.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.4% | +13.5% |
| 7D | +13.0% | -0.3% | +13.3% | +14.8% |
| 30D | +27.3% | -0.8% | +28.0% | +31.9% |
| 3M | -55.3% | -1.0% | -54.3% | -51.6% |
| 6M | +11.6% | -1.8% | +13.4% | +29.9% |
| YTD | +158.5% | -0.7% | +159.2% | +191.2% |
| 1Y | +482.2% | +1.0% | +481.2% | +524.4% |
| 3Y | +471.9% | +18.8% | +453.1% | +289.3% |
| All | +47.5% | +4.1% | +43.4% | +12.7% |
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