+482.2%
KORU vs VTR
+36.9%
+445.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.0% | +15.4% | +10.5% |
| 7D | +13.0% | -1.7% | +14.7% | +10.7% |
| 30D | +27.3% | -2.4% | +29.7% | +22.0% |
| 3M | -55.3% | +14.8% | -70.1% | -46.9% |
| 6M | +11.6% | +5.3% | +6.3% | +38.4% |
| YTD | +158.5% | +18.1% | +140.5% | +235.7% |
| 1Y | +482.2% | +36.7% | +445.4% | +681.1% |
| All | +482.2% | +36.9% | +445.3% | +681.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling