+47.2%
KORU vs VLO
+600.5%
-553.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.9% | -11.6% | -12.2% |
| 7D | +2.3% | +4.0% | -1.7% | +0.9% |
| 30D | +20.0% | +19.0% | +1.0% | +12.4% |
| 3M | -32.7% | +50.0% | -82.7% | -42.9% |
| 6M | +13.3% | +79.1% | -65.8% | -14.7% |
| YTD | +133.2% | +140.3% | -7.1% | +48.5% |
| 1Y | +357.3% | +148.3% | +208.9% | +185.7% |
| 3Y | +452.7% | +194.6% | +258.0% | +200.7% |
| 5Y | +47.2% | +609.6% | -562.4% | -55.0% |
| All | +47.2% | +600.5% | -553.3% | -55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling