+474.0%
KORU vs VTI
+75.8%
+398.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +5.7% |
| 7D | -1.7% | -0.9% | -0.8% | +2.3% |
| 30D | +13.5% | -1.4% | +15.0% | +22.0% |
| 3M | -45.2% | +3.6% | -48.8% | -46.8% |
| 6M | +17.1% | +13.6% | +3.5% | +1.5% |
| YTD | +154.1% | +12.9% | +141.2% | +131.8% |
| 1Y | +375.7% | +17.2% | +358.5% | +303.6% |
| 3Y | +474.0% | +75.7% | +398.3% | +37.1% |
| All | +474.0% | +75.8% | +398.2% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 3y: compounded portfolio wealth divided by compounded VTI 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…
3y analysis · Full analysis span regression · 6 months rolling