+27.1%
KORU vs VNQ
+120.1%
-92.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +18.6% |
| 3M | -45.2% | -2.0% | -43.2% | -46.5% |
| 6M | +17.1% | +4.3% | +12.8% | +3.8% |
| YTD | +154.1% | +9.2% | +144.9% | +109.3% |
| 1Y | +375.7% | +5.6% | +370.1% | +312.8% |
| 3Y | +474.0% | +30.8% | +443.2% | +262.6% |
| 5Y | +60.4% | +8.0% | +52.4% | +50.5% |
| 10Y | +82.6% | +63.7% | +18.9% | +2.6% |
| All | +27.1% | +120.1% | -92.9% | -56.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling