+70.8%
KORU vs VT
+221.4%
-150.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +3.3% |
| 7D | +24.3% | +1.0% | +23.3% | +20.0% |
| 30D | +37.3% | -0.2% | +37.6% | +41.0% |
| 3M | -32.8% | +4.5% | -37.3% | -32.8% |
| 6M | +36.9% | +14.1% | +22.9% | +27.0% |
| YTD | +162.6% | +14.8% | +147.9% | +152.9% |
| 1Y | +467.0% | +21.2% | +445.8% | +377.9% |
| 3Y | +522.4% | +76.6% | +445.8% | +94.1% |
| 5Y | +57.9% | +66.6% | -8.7% | -27.2% |
| 10Y | +70.8% | +222.3% | -151.5% | -83.5% |
| All | +70.8% | +221.4% | -150.7% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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