-61.9%
KORU vs VCIT
+46.3%
-108.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.1% | +5.9% | +6.2% |
| 7D | -35.0% | +0.1% | -35.1% | -35.6% |
| 30D | -65.5% | +1.9% | -67.5% | -68.2% |
| 3M | -58.9% | -1.4% | -57.4% | -57.2% |
| 6M | -83.5% | -2.1% | -81.4% | -81.8% |
| YTD | -23.9% | -1.6% | -22.2% | -14.2% |
| 1Y | -12.4% | -0.9% | -11.5% | -3.0% |
| 3Y | +82.1% | +20.0% | +62.1% | +24.3% |
| 5Y | -42.6% | +3.1% | -45.8% | -41.8% |
| 10Y | -37.4% | +28.7% | -66.2% | -52.3% |
| All | -61.9% | +46.3% | -108.2% | -77.8% |
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