+33.3%
KORU vs VEA
+194.1%
-160.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +4.5% |
| 7D | +20.1% | +0.3% | +19.8% | +18.8% |
| 30D | +47.5% | +0.4% | +47.0% | +49.6% |
| 3M | -30.1% | +4.8% | -34.9% | -26.5% |
| 6M | +20.1% | +11.3% | +8.9% | +33.6% |
| YTD | +166.6% | +17.4% | +149.2% | +173.4% |
| 1Y | +458.9% | +26.2% | +432.7% | +374.7% |
| 3Y | +531.8% | +77.7% | +454.0% | +127.7% |
| 5Y | +67.7% | +60.9% | +6.8% | +3.0% |
| 10Y | +91.6% | +163.6% | -72.0% | -46.2% |
| All | +33.3% | +194.1% | -160.8% | -66.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling