+20.1%
KORU vs VTR
+7.2%
+12.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.1% | +0.2% |
| 7D | +20.1% | -2.9% | +23.0% | +12.7% |
| 30D | +47.5% | -2.8% | +50.3% | +36.7% |
| 3M | -30.1% | +9.0% | -39.1% | -8.1% |
| 6M | +20.1% | +5.0% | +15.2% | +101.3% |
| All | +20.1% | +7.2% | +12.9% | +101.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling