+136.2%
KORU vs VO
+66.5%
+69.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.5% |
| 7D | +11.1% | +3.1% | +8.0% | -0.2% |
| 30D | -40.6% | +2.2% | -42.8% | -41.5% |
| 3M | -63.9% | -2.5% | -61.4% | -56.2% |
| 6M | -82.8% | +7.0% | -89.8% | -82.9% |
| YTD | -15.4% | +14.0% | -29.4% | -22.1% |
| 1Y | -3.3% | +15.6% | -18.9% | -14.1% |
| 3Y | +136.2% | +66.2% | +70.0% | -17.5% |
| All | +136.2% | +66.5% | +69.6% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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