+31.4%
KORU vs VEU
+174.4%
-143.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +3.0% |
| 7D | +24.3% | +1.7% | +22.6% | +17.5% |
| 30D | +37.3% | +1.0% | +36.3% | +36.7% |
| 3M | -32.8% | +5.6% | -38.4% | -31.3% |
| 6M | +36.9% | +13.7% | +23.2% | +42.2% |
| YTD | +162.6% | +17.7% | +144.9% | +165.2% |
| 1Y | +467.0% | +25.8% | +441.3% | +381.6% |
| 3Y | +522.4% | +77.1% | +445.2% | +119.4% |
| 5Y | +57.9% | +57.1% | +0.7% | +4.2% |
| 10Y | +70.8% | +149.8% | -79.1% | -42.8% |
| All | +31.4% | +174.4% | -143.0% | -60.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling