+82.9%
KORU vs VRSN
+299.1%
-216.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.3% | +7.6% | +7.8% |
| 7D | -1.7% | +0.2% | -1.9% | -2.0% |
| 30D | +13.5% | +3.8% | +9.8% | +8.7% |
| 3M | -45.2% | +5.0% | -50.2% | -51.4% |
| 6M | +17.1% | +24.9% | -7.7% | -16.2% |
| YTD | +154.1% | +21.6% | +132.5% | +80.6% |
| 1Y | +375.7% | +2.4% | +373.3% | +303.3% |
| 3Y | +474.0% | +47.3% | +426.7% | +203.6% |
| 5Y | +60.4% | +34.7% | +25.7% | -5.4% |
| All | +82.9% | +299.1% | -216.1% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling