+474.0%
KORU vs VNQ
+30.7%
+443.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.7% | +8.3% | +8.0% |
| 7D | -1.7% | -1.3% | -0.4% | +0.2% |
| 30D | +13.5% | -2.6% | +16.1% | +17.8% |
| 3M | -45.2% | -2.0% | -43.2% | -46.8% |
| 6M | +17.1% | +4.3% | +12.8% | +2.1% |
| YTD | +154.1% | +9.2% | +144.9% | +106.1% |
| 1Y | +375.7% | +5.6% | +370.1% | +306.9% |
| 3Y | +474.0% | +30.8% | +443.2% | +259.4% |
| All | +474.0% | +30.7% | +443.3% | +259.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling