+56.9%
KORU vs VEU
+55.0%
+2.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.0% | +7.9% | +4.3% |
| 7D | -1.7% | -1.4% | -0.3% | +5.5% |
| 30D | +13.5% | -0.4% | +14.0% | +20.2% |
| 3M | -45.2% | +2.5% | -47.7% | -38.3% |
| 6M | +17.1% | +11.1% | +6.0% | +31.3% |
| YTD | +154.1% | +16.5% | +137.6% | +164.9% |
| 1Y | +375.7% | +22.9% | +352.8% | +326.8% |
| 3Y | +474.0% | +73.4% | +400.6% | +92.2% |
| All | +56.9% | +55.0% | +2.0% | 0.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling