-12.8%
KORU vs VST
-29.0%
+16.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.0% | -4.2% | -3.5% |
| 7D | -34.5% | -6.0% | -28.5% | -28.1% |
| 30D | -59.6% | -18.8% | -40.8% | -45.6% |
| 3M | -56.1% | -8.0% | -48.0% | -49.6% |
| 6M | -84.7% | -10.9% | -73.8% | -79.3% |
| YTD | -20.6% | -18.3% | -2.2% | +17.1% |
| All | -12.8% | -29.0% | +16.2% | +31.1% |
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