+82.9%
KORU vs VTV
+234.5%
-151.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.7% | +8.3% | +6.9% |
| 7D | -1.7% | -1.1% | -0.6% | +1.7% |
| 30D | +13.5% | -1.0% | +14.6% | +17.2% |
| 3M | -45.2% | +4.6% | -49.8% | -50.6% |
| 6M | +17.1% | +13.5% | +3.6% | -7.2% |
| YTD | +154.1% | +18.5% | +135.6% | +86.7% |
| 1Y | +375.7% | +22.9% | +352.8% | +218.2% |
| 3Y | +474.0% | +67.8% | +406.2% | +85.3% |
| 5Y | +60.4% | +81.8% | -21.4% | -51.8% |
| All | +82.9% | +234.5% | -151.6% | -81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling