+16.6%
KORU vs VTI
+477.0%
-460.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.6% | -11.9% | -10.8% |
| 7D | +2.3% | -2.0% | +4.3% | +8.4% |
| 30D | +20.0% | -1.9% | +22.0% | +28.2% |
| 3M | -32.7% | +4.5% | -37.3% | -34.7% |
| 6M | +13.3% | +12.6% | +0.7% | +4.7% |
| YTD | +133.2% | +12.0% | +121.2% | +125.4% |
| 1Y | +357.3% | +17.3% | +339.9% | +303.6% |
| 3Y | +452.7% | +75.3% | +377.3% | +94.8% |
| 5Y | +47.2% | +74.0% | -26.8% | -38.6% |
| 10Y | +67.6% | +300.0% | -232.4% | -86.6% |
| All | +16.6% | +477.0% | -460.3% | -95.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling