+27.1%
KORU vs VTRS
-28.0%
+55.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +8.5% |
| 7D | -1.7% | -2.2% | +0.5% | -0.5% |
| 30D | +13.5% | +3.3% | +10.2% | +11.6% |
| 3M | -45.2% | +2.0% | -47.2% | -47.0% |
| 6M | +17.1% | +19.9% | -2.8% | +3.9% |
| YTD | +154.1% | +35.7% | +118.4% | +110.5% |
| 1Y | +375.7% | +68.1% | +307.6% | +250.7% |
| 3Y | +474.0% | +87.1% | +386.9% | +290.6% |
| 5Y | +60.4% | +47.6% | +12.8% | +20.9% |
| 10Y | +82.6% | -48.2% | +130.8% | +106.1% |
| All | +27.1% | -28.0% | +55.1% | -4.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling