+188.4%
KORU vs VTEB
+25.5%
+162.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.4% | +8.6% | +7.7% |
| 7D | -1.7% | -0.9% | -0.8% | +2.1% |
| 30D | +13.5% | -2.5% | +16.0% | +25.6% |
| 3M | -45.2% | -3.0% | -42.2% | -38.1% |
| 6M | +17.1% | -2.1% | +19.3% | +32.7% |
| YTD | +154.1% | -1.5% | +155.6% | +185.1% |
| 1Y | +375.7% | +0.2% | +375.5% | +405.8% |
| 3Y | +474.0% | +8.6% | +465.5% | +372.1% |
| 5Y | +60.4% | +1.2% | +59.2% | +66.5% |
| 10Y | +82.6% | +18.1% | +64.5% | +97.2% |
| All | +188.4% | +25.5% | +162.9% | +356.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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