+482.2%
KORU vs VTRS
+66.3%
+415.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.4% | +13.8% | +13.6% |
| 7D | +13.0% | +3.3% | +9.7% | +11.4% |
| 30D | +27.3% | -3.6% | +30.9% | +29.5% |
| 3M | -55.3% | +7.0% | -62.2% | -56.8% |
| 6M | +11.6% | +17.5% | -5.9% | -5.0% |
| YTD | +158.5% | +38.8% | +119.8% | +109.5% |
| 1Y | +482.2% | +69.2% | +413.0% | +320.0% |
| All | +482.2% | +66.3% | +415.9% | +320.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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