+82.9%
KORU vs VNQ
+64.0%
+18.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.7% | +8.3% | +7.8% |
| 7D | -1.7% | -1.3% | -0.4% | +0.6% |
| 30D | +13.5% | -2.6% | +16.1% | +18.8% |
| 3M | -45.2% | -2.0% | -43.2% | -46.6% |
| 6M | +17.1% | +4.3% | +12.8% | +3.3% |
| YTD | +154.1% | +9.2% | +144.9% | +107.7% |
| 1Y | +375.7% | +5.6% | +370.1% | +310.3% |
| 3Y | +474.0% | +30.8% | +443.2% | +255.0% |
| 5Y | +60.4% | +8.0% | +52.4% | +49.1% |
| All | +82.9% | +64.0% | +18.9% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 10y: compounded portfolio wealth divided by compounded VNQ 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…
10y analysis · Full analysis span regression · 6 months rolling