+482.2%
KORU vs VMC
-8.5%
+490.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.9% | +12.5% | +12.4% |
| 7D | +13.0% | -4.3% | +17.3% | +18.7% |
| 30D | +27.3% | -8.2% | +35.5% | +39.9% |
| 3M | -55.3% | -7.0% | -48.2% | -51.9% |
| 6M | +11.6% | -10.8% | +22.4% | +25.2% |
| YTD | +158.5% | -7.4% | +165.9% | +184.4% |
| 1Y | +482.2% | -9.5% | +491.6% | +541.6% |
| All | +482.2% | -8.5% | +490.7% | +541.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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