+22.5%
KORU vs VTR
+22.5%
+0.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.5% | -7.7% | -0.5% |
| 7D | -24.3% | +10.0% | -34.3% | -8.0% |
| 30D | -54.2% | +9.6% | -63.9% | -43.1% |
| 3M | -45.4% | -1.2% | -44.2% | -43.6% |
| 6M | -66.5% | +2.8% | -69.3% | -54.1% |
| YTD | +14.9% | +17.4% | -2.5% | +75.2% |
| 1Y | +22.5% | +22.0% | +0.5% | +113.1% |
| All | +22.5% | +22.5% | +0.1% | +113.1% |
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