+20.1%
KORU vs VTI
+15.1%
+5.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.1% | +7.2% |
| 7D | +20.1% | -0.4% | +20.4% | +22.7% |
| 30D | +47.5% | -1.6% | +49.1% | +75.5% |
| 3M | -30.1% | +3.6% | -33.6% | -42.4% |
| 6M | +20.1% | +13.0% | +7.1% | -35.7% |
| All | +20.1% | +15.1% | +5.0% | -35.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling