+56.9%
KORU vs VIG
+63.0%
-6.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.7% | +8.3% | +6.6% |
| 7D | -1.7% | -1.1% | -0.6% | +2.0% |
| 30D | +13.5% | -2.7% | +16.3% | +23.8% |
| 3M | -45.2% | +2.5% | -47.7% | -49.0% |
| 6M | +17.1% | +9.2% | +7.9% | -1.5% |
| YTD | +154.1% | +9.8% | +144.3% | +116.5% |
| 1Y | +375.7% | +12.4% | +363.3% | +284.1% |
| 3Y | +474.0% | +55.9% | +418.1% | +100.9% |
| All | +56.9% | +63.0% | -6.1% | -44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling