+22.5%
KORU vs VLTO
+18.3%
+4.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.6% | -5.9% | -4.7% |
| 7D | -24.3% | +13.8% | -38.1% | -12.4% |
| 30D | -54.2% | +21.2% | -75.4% | -43.8% |
| 3M | -45.4% | +21.5% | -66.9% | -33.0% |
| 6M | -66.5% | +33.0% | -99.4% | -57.3% |
| YTD | +14.9% | +17.8% | -2.9% | +52.9% |
| 1Y | +22.5% | +18.1% | +4.4% | +62.6% |
| All | +22.5% | +18.3% | +4.2% | +62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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