+467.0%
KORU vs VG
+14.9%
+452.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.6% | +2.4% |
| 7D | +24.3% | -2.5% | +26.8% | +23.1% |
| 30D | +37.3% | +11.1% | +26.2% | +44.7% |
| 3M | -32.8% | +14.9% | -47.7% | -25.1% |
| 6M | +36.9% | +18.4% | +18.6% | +53.1% |
| YTD | +162.6% | +116.6% | +46.0% | +146.2% |
| 1Y | +467.0% | +9.4% | +457.7% | +590.6% |
| All | +467.0% | +14.9% | +452.2% | +590.6% |
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