+474.0%
KORU vs VEEV
+18.9%
+455.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.4% | +8.9% |
| 7D | -1.7% | -4.6% | +2.9% | -1.1% |
| 30D | +13.5% | +8.6% | +4.9% | +11.9% |
| 3M | -45.2% | +62.4% | -107.6% | -52.1% |
| 6M | +17.1% | +40.3% | -23.1% | +10.1% |
| YTD | +154.1% | +17.5% | +136.6% | +156.8% |
| 1Y | +375.7% | -6.1% | +381.8% | +442.1% |
| 3Y | +474.0% | +16.7% | +457.3% | +470.0% |
| All | +474.0% | +18.9% | +455.1% | +470.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 3y: compounded portfolio wealth divided by compounded VEEV 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…
3y analysis · Full analysis span regression · 6 months rolling