+22.5%
KORU vs VST
-35.7%
+58.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -13.8% | +8.6% | +12.1% |
| 7D | -24.3% | -15.7% | -8.6% | -7.2% |
| 30D | -54.2% | -17.0% | -37.2% | -44.5% |
| 3M | -45.4% | -15.9% | -29.6% | -32.5% |
| 6M | -66.5% | -25.0% | -41.5% | -47.8% |
| YTD | +14.9% | -25.1% | +40.0% | +81.7% |
| 1Y | +22.5% | -34.9% | +57.4% | +100.6% |
| All | +22.5% | -35.7% | +58.2% | +100.6% |
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