+27.1%
KORU vs VTR
+84.4%
-57.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.4% |
| 3M | -45.2% | +7.9% | -53.1% | -50.4% |
| 6M | +17.1% | +6.2% | +11.0% | +4.1% |
| YTD | +154.1% | +17.7% | +136.4% | +110.8% |
| 1Y | +375.7% | +32.9% | +342.8% | +259.0% |
| 3Y | +474.0% | +129.7% | +344.3% | +193.0% |
| 5Y | +60.4% | +89.3% | -28.9% | -6.0% |
| 10Y | +82.6% | +99.1% | -16.5% | -15.0% |
| All | +27.1% | +84.4% | -57.3% | -44.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling