+56.9%
KORU vs VOO
+82.8%
-25.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.1% | +6.2% |
| 7D | -1.7% | -0.8% | -0.9% | +1.2% |
| 30D | +13.5% | -1.1% | +14.6% | +18.9% |
| 3M | -45.2% | +3.9% | -49.1% | -47.0% |
| 6M | +17.1% | +13.6% | +3.5% | +3.1% |
| YTD | +154.1% | +12.7% | +141.4% | +135.4% |
| 1Y | +375.7% | +17.6% | +358.1% | +306.4% |
| 3Y | +474.0% | +77.3% | +396.7% | +88.7% |
| All | +56.9% | +82.8% | -25.9% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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