+56.9%
KORU vs VGT
+136.3%
-79.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.2% | +7.8% | +6.2% |
| 7D | -1.7% | -0.2% | -1.5% | -0.9% |
| 30D | +13.5% | -0.4% | +14.0% | +17.4% |
| 3M | -45.2% | +4.4% | -49.6% | -40.2% |
| 6M | +17.1% | +32.1% | -14.9% | -0.2% |
| YTD | +154.1% | +28.8% | +125.4% | +131.6% |
| 1Y | +375.7% | +35.3% | +340.3% | +312.2% |
| 3Y | +474.0% | +124.8% | +349.3% | +119.7% |
| All | +56.9% | +136.3% | -79.4% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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