+164.7%
KORU vs VLTO
+55.4%
+109.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.1% | -3.8% | -4.7% |
| 7D | +24.3% | +0.8% | +23.5% | +24.2% |
| 30D | -44.8% | +18.7% | -63.5% | -47.0% |
| 3M | -60.0% | +21.7% | -81.7% | -61.9% |
| 6M | -78.7% | +35.8% | -114.5% | -81.7% |
| YTD | -10.6% | +18.3% | -28.8% | -14.2% |
| 1Y | -3.8% | +20.9% | -24.7% | -10.0% |
| 3Y | +142.0% | +68.8% | +73.1% | +102.2% |
| All | +164.7% | +55.4% | +109.3% | +128.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling