+47.2%
KORU vs VO
+40.2%
+7.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.9% | -11.6% | -9.9% |
| 7D | +2.3% | -2.5% | +4.8% | +10.2% |
| 30D | +20.0% | -3.2% | +23.2% | +33.9% |
| 3M | -32.7% | +3.9% | -36.6% | -35.3% |
| 6M | +13.3% | +9.6% | +3.7% | +6.1% |
| YTD | +133.2% | +11.6% | +121.6% | +117.5% |
| 1Y | +357.3% | +12.6% | +344.7% | +321.8% |
| 3Y | +452.7% | +55.4% | +397.3% | +158.4% |
| 5Y | +47.2% | +41.8% | +5.4% | -4.1% |
| All | +47.2% | +40.2% | +7.0% | -4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling