+29.3%
KORU vs VCIT
+47.7%
-18.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.4% | +13.5% |
| 7D | +13.0% | -0.3% | +13.3% | +14.4% |
| 30D | +27.3% | -0.8% | +28.0% | +30.9% |
| 3M | -55.3% | -1.0% | -54.3% | -52.4% |
| 6M | +11.6% | -1.8% | +13.4% | +26.8% |
| YTD | +158.5% | -0.7% | +159.2% | +185.4% |
| 1Y | +482.2% | +1.0% | +481.2% | +515.1% |
| 3Y | +471.9% | +18.8% | +453.1% | +302.6% |
| 5Y | +41.1% | +3.5% | +37.7% | +42.2% |
| 10Y | +80.2% | +29.2% | +51.0% | +35.5% |
| All | +29.3% | +47.7% | -18.4% | -26.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling