+22.5%
KORU vs VMC
+3.7%
+18.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.6% | -9.9% | -9.4% |
| 7D | -24.3% | +12.3% | -36.6% | -33.2% |
| 30D | -54.2% | +21.2% | -75.4% | -63.5% |
| 3M | -45.4% | +4.6% | -50.1% | -47.8% |
| 6M | -66.5% | +3.9% | -70.3% | -67.7% |
| YTD | +14.9% | +5.0% | +9.9% | +3.9% |
| 1Y | +22.5% | +2.6% | +19.9% | +13.4% |
| All | +22.5% | +3.7% | +18.8% | +13.4% |
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