0.0%
KORU vs VEEV
+586.3%
-586.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +2.2% |
| 7D | +20.1% | -7.1% | +27.2% | +23.9% |
| 30D | +47.5% | +11.1% | +36.3% | +39.0% |
| 3M | -30.1% | +55.5% | -85.6% | -47.6% |
| 6M | +20.1% | +33.4% | -13.2% | -2.4% |
| YTD | +166.6% | +16.8% | +149.8% | +127.2% |
| 1Y | +458.9% | -7.7% | +466.7% | +438.4% |
| 3Y | +531.8% | +18.4% | +513.4% | +417.1% |
| 5Y | +67.7% | -14.8% | +82.5% | +59.3% |
| 10Y | +91.6% | +546.5% | -454.9% | -20.1% |
| All | 0.0% | +586.3% | -586.3% | -64.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling