+474.0%
KORU vs VEU
+73.8%
+400.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.0% | +7.9% | +3.3% |
| 7D | -1.7% | -1.4% | -0.3% | +7.0% |
| 30D | +13.5% | -0.4% | +14.0% | +21.3% |
| 3M | -45.2% | +2.5% | -47.7% | -37.8% |
| 6M | +17.1% | +11.1% | +6.0% | +29.7% |
| YTD | +154.1% | +16.5% | +137.6% | +160.4% |
| 1Y | +375.7% | +22.9% | +352.8% | +314.6% |
| 3Y | +474.0% | +73.4% | +400.6% | +60.3% |
| All | +474.0% | +73.8% | +400.2% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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