+82.9%
KORU vs VTR
+99.2%
-16.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.5% | +9.5% | +9.3% |
| 7D | -1.7% | -0.3% | -1.4% | -1.7% |
| 30D | +13.5% | +1.1% | +12.4% | +12.3% |
| 3M | -45.2% | +7.9% | -53.1% | -50.6% |
| 6M | +17.1% | +6.2% | +11.0% | +3.5% |
| YTD | +154.1% | +17.7% | +136.4% | +108.8% |
| 1Y | +375.7% | +32.9% | +342.8% | +253.9% |
| 3Y | +474.0% | +129.7% | +344.3% | +182.0% |
| 5Y | +60.4% | +89.3% | -28.9% | -9.0% |
| All | +82.9% | +99.2% | -16.3% | -18.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling