+82.9%
KORU vs VEA
+165.0%
-82.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.1% | +7.9% | +5.0% |
| 7D | -1.7% | -1.5% | -0.3% | +4.4% |
| 30D | +13.5% | -0.8% | +14.4% | +21.2% |
| 3M | -45.2% | +2.5% | -47.7% | -38.8% |
| 6M | +17.1% | +11.1% | +6.0% | +31.7% |
| YTD | +154.1% | +17.2% | +137.0% | +162.1% |
| 1Y | +375.7% | +24.5% | +351.2% | +316.0% |
| 3Y | +474.0% | +75.4% | +398.6% | +97.9% |
| 5Y | +60.4% | +61.1% | -0.7% | -7.4% |
| All | +82.9% | +165.0% | -82.1% | -59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 10y: compounded portfolio wealth divided by compounded VEA 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…
10y analysis · Full analysis span regression · 6 months rolling