+677.1%
KORU vs VLTO
+26.2%
+650.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.8% |
| 7D | +24.3% | -1.6% | +25.9% | +24.8% |
| 30D | +37.3% | -2.9% | +40.2% | +38.6% |
| 3M | -32.8% | +12.7% | -45.5% | -39.3% |
| 6M | +36.9% | +1.6% | +35.3% | +32.9% |
| YTD | +162.6% | -4.0% | +166.6% | +165.4% |
| 1Y | +467.0% | -10.2% | +477.2% | +499.1% |
| All | +677.1% | +26.2% | +650.9% | +607.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling