+22.5%
KORU vs VIG
+19.5%
+3.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.1% | -7.4% | -18.4% |
| 7D | -24.3% | +2.7% | -27.1% | -37.8% |
| 30D | -54.2% | +7.0% | -61.2% | -72.6% |
| 3M | -45.4% | +4.0% | -49.5% | -59.9% |
| 6M | -66.5% | +12.3% | -78.7% | -84.4% |
| YTD | +14.9% | +16.4% | -1.5% | -52.7% |
| 1Y | +22.5% | +19.2% | +3.3% | -53.8% |
| All | +22.5% | +19.5% | +3.0% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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