+135.0%
KORU vs VLTO
+56.3%
+78.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.1% | -6.4% | -6.3% |
| 7D | -34.5% | +1.6% | -36.1% | -34.7% |
| 30D | -59.6% | +22.0% | -81.6% | -61.5% |
| 3M | -56.1% | +21.9% | -78.0% | -58.1% |
| 6M | -84.7% | +36.5% | -121.2% | -86.9% |
| YTD | -20.6% | +19.0% | -39.6% | -23.9% |
| 1Y | -13.9% | +21.0% | -34.9% | -19.2% |
| 3Y | +114.9% | +69.9% | +45.0% | +79.3% |
| All | +135.0% | +56.3% | +78.7% | +103.0% |
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