+29.3%
KORU vs VT
+312.8%
-283.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.5% | +13.5% |
| 7D | +13.0% | +0.4% | +12.6% | +11.6% |
| 30D | +27.3% | +1.0% | +26.3% | +25.5% |
| 3M | -55.3% | +2.4% | -57.7% | -49.2% |
| 6M | +11.6% | +12.0% | -0.4% | +10.7% |
| YTD | +158.5% | +15.3% | +143.2% | +146.1% |
| 1Y | +482.2% | +22.6% | +459.6% | +377.8% |
| 3Y | +471.9% | +74.7% | +397.2% | +92.5% |
| 5Y | +41.1% | +66.1% | -25.0% | -31.9% |
| 10Y | +80.2% | +225.0% | -144.8% | -77.7% |
| All | +29.3% | +312.8% | -283.5% | -90.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling