+16.6%
KORU vs VGT
+1,398.9%
-1,382.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.0% | -11.5% | -10.3% |
| 7D | +2.3% | -1.0% | +3.4% | +5.0% |
| 30D | +20.0% | -0.4% | +20.5% | +24.1% |
| 3M | -32.7% | +6.6% | -39.3% | -28.7% |
| 6M | +13.3% | +31.0% | -17.7% | -2.4% |
| YTD | +133.2% | +27.2% | +106.0% | +117.2% |
| 1Y | +357.3% | +34.5% | +322.8% | +298.6% |
| 3Y | +452.7% | +123.1% | +329.5% | +97.5% |
| 5Y | +47.2% | +135.1% | -87.9% | -48.2% |
| 10Y | +67.6% | +803.4% | -735.8% | -94.3% |
| All | +16.6% | +1,398.9% | -1,382.3% | -98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling