+82.9%
KORU vs VLO
+946.8%
-863.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.3% | +7.7% | +8.1% |
| 7D | -1.7% | +5.3% | -7.0% | -4.8% |
| 30D | +13.5% | +18.2% | -4.7% | +1.7% |
| 3M | -45.2% | +53.3% | -98.5% | -59.4% |
| 6M | +17.1% | +70.4% | -53.3% | -23.6% |
| YTD | +154.1% | +143.4% | +10.8% | +26.8% |
| 1Y | +375.7% | +153.0% | +222.7% | +129.9% |
| 3Y | +474.0% | +195.0% | +279.1% | +132.1% |
| 5Y | +60.4% | +618.8% | -558.4% | -70.6% |
| All | +82.9% | +946.8% | -863.9% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 10y: compounded portfolio wealth divided by compounded VLO 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…
10y analysis · Full analysis span regression · 6 months rolling