+31.4%
KORU vs VO
+333.1%
-301.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.1% | +3.1% |
| 7D | +24.3% | +0.6% | +23.7% | +22.2% |
| 30D | +37.3% | -1.1% | +38.4% | +42.7% |
| 3M | -32.8% | +4.5% | -37.3% | -36.2% |
| 6M | +36.9% | +11.1% | +25.8% | +24.8% |
| YTD | +162.6% | +13.5% | +149.1% | +134.9% |
| 1Y | +467.0% | +14.5% | +452.5% | +402.7% |
| 3Y | +522.4% | +58.1% | +464.3% | +179.9% |
| 5Y | +57.9% | +43.3% | +14.6% | +3.6% |
| 10Y | +70.8% | +193.2% | -122.4% | -68.2% |
| All | +31.4% | +333.1% | -301.7% | -87.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling