+482.2%
KORU vs VST
-20.6%
+502.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +3.5% | +9.9% | +8.9% |
| 7D | +13.0% | +8.9% | +4.1% | +1.7% |
| 30D | +27.3% | +6.2% | +21.1% | +19.7% |
| 3M | -55.3% | -2.7% | -52.6% | -48.6% |
| 6M | +11.6% | -8.4% | +20.0% | +37.2% |
| YTD | +158.5% | -7.2% | +165.7% | +216.2% |
| 1Y | +482.2% | -20.9% | +503.1% | +715.4% |
| All | +482.2% | -20.6% | +502.7% | +715.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 1y: compounded portfolio wealth divided by compounded VST 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…
1y analysis · Full analysis span regression · 6 months rolling