+467.0%
KORU vs VLTO
-9.1%
+476.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.0% |
| 7D | +24.3% | -1.6% | +25.9% | +23.1% |
| 30D | +37.3% | -2.9% | +40.2% | +34.1% |
| 3M | -32.8% | +12.7% | -45.5% | -31.3% |
| 6M | +36.9% | +1.6% | +35.3% | +47.4% |
| YTD | +162.6% | -4.0% | +166.6% | +178.6% |
| 1Y | +467.0% | -10.2% | +477.2% | +514.8% |
| All | +467.0% | -9.1% | +476.2% | +514.8% |
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