+33.3%
KORU vs VIG
+368.4%
-335.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +3.0% |
| 7D | +20.1% | -1.2% | +21.3% | +23.9% |
| 30D | +47.5% | -2.8% | +50.3% | +59.1% |
| 3M | -30.1% | +2.5% | -32.5% | -33.7% |
| 6M | +20.1% | +8.1% | +12.0% | +6.3% |
| YTD | +166.6% | +9.6% | +157.0% | +133.4% |
| 1Y | +458.9% | +14.2% | +444.8% | +344.1% |
| 3Y | +531.8% | +56.1% | +475.7% | +139.6% |
| 5Y | +67.7% | +62.8% | +4.8% | -34.9% |
| 10Y | +91.6% | +248.2% | -156.6% | -84.7% |
| All | +33.3% | +368.4% | -335.1% | -94.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling