+56.9%
KORU vs VTR
+87.5%
-30.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.5% | +9.5% | +9.2% |
| 7D | -1.7% | -0.3% | -1.4% | -1.7% |
| 30D | +13.5% | +1.1% | +12.4% | +12.6% |
| 3M | -45.2% | +7.9% | -53.1% | -50.5% |
| 6M | +17.1% | +6.2% | +11.0% | +4.3% |
| YTD | +154.1% | +17.7% | +136.4% | +108.7% |
| 1Y | +375.7% | +32.9% | +342.8% | +248.3% |
| 3Y | +474.0% | +129.7% | +344.3% | +149.1% |
| All | +56.9% | +87.5% | -30.6% | -23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling