+28.2%
KORU vs VSXY
+37.5%
-9.3%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.1% | +5.9% | +8.0% |
| 7D | -1.7% | +0.1% | -1.8% | -1.6% |
| 30D | +13.5% | -18.7% | +32.2% | +20.7% |
| 3M | -45.2% | -4.0% | -41.2% | -45.2% |
| 6M | +17.1% | +67.5% | -50.3% | -5.5% |
| YTD | +154.1% | +39.7% | +114.5% | +116.5% |
| 1Y | +375.7% | +180.0% | +195.7% | +223.5% |
| 3Y | +474.0% | +337.3% | +136.7% | +187.7% |
| 5Y | +60.4% | +22.7% | +37.7% | +22.2% |
| All | +28.2% | +37.5% | -9.3% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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