+22.5%
KORU vs VG
+47.2%
-24.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -7.7% | +2.4% | -8.8% |
| 7D | -24.3% | -16.4% | -7.9% | -30.3% |
| 30D | -54.2% | -10.8% | -43.4% | -56.7% |
| 3M | -45.4% | -6.3% | -39.2% | -45.6% |
| 6M | -66.5% | -12.5% | -53.9% | -64.0% |
| YTD | +14.9% | +76.9% | -62.0% | +10.8% |
| 1Y | +22.5% | +51.8% | -29.3% | +23.8% |
| All | +22.5% | +47.2% | -24.6% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling