-57.6%
KORU vs VCIT
+46.4%
-104.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.1% | +11.2% | +11.1% |
| 7D | -25.8% | +0.7% | -26.6% | -28.0% |
| 30D | -56.9% | +1.8% | -58.7% | -60.0% |
| 3M | -55.7% | -1.6% | -54.2% | -53.7% |
| 6M | -83.7% | -2.1% | -81.6% | -82.0% |
| YTD | -15.3% | -1.6% | -13.7% | -4.6% |
| 1Y | +3.4% | -0.8% | +4.2% | +14.2% |
| 3Y | +133.8% | +19.9% | +113.8% | +59.9% |
| 5Y | -35.4% | +3.3% | -38.7% | -34.7% |
| 10Y | -27.3% | +30.6% | -57.9% | -45.7% |
| All | -57.6% | +46.4% | -104.0% | -75.3% |
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