+82.1%
KORU vs VLTO
+69.5%
+12.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.5% | +5.4% | +5.7% |
| 7D | -35.0% | +5.4% | -40.4% | -35.5% |
| 30D | -65.5% | +22.3% | -87.8% | -67.1% |
| 3M | -58.9% | +19.6% | -78.5% | -60.5% |
| 6M | -83.5% | +35.2% | -118.7% | -85.9% |
| YTD | -23.9% | +17.9% | -41.7% | -26.5% |
| 1Y | -12.4% | +19.5% | -32.0% | -17.2% |
| 3Y | +82.1% | +73.9% | +8.2% | +62.3% |
| All | +82.1% | +69.5% | +12.6% | +62.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling