+31.4%
KORU vs VOO
+513.1%
-481.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.1% | +3.2% |
| 7D | +24.3% | +0.5% | +23.8% | +22.3% |
| 30D | +37.3% | -0.9% | +38.3% | +41.9% |
| 3M | -32.8% | +3.9% | -36.7% | -33.9% |
| 6M | +36.9% | +14.5% | +22.4% | +19.7% |
| YTD | +162.6% | +13.0% | +149.7% | +144.3% |
| 1Y | +467.0% | +19.4% | +447.6% | +371.0% |
| 3Y | +522.4% | +78.9% | +443.5% | +105.2% |
| 5Y | +57.9% | +82.3% | -24.4% | -42.5% |
| 10Y | +70.8% | +314.2% | -243.5% | -87.9% |
| All | +31.4% | +513.1% | -481.7% | -95.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling