+27.1%
KORU vs VWO
+106.0%
-78.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.7% | +8.3% | +6.9% |
| 7D | -1.7% | -1.8% | +0.1% | +4.3% |
| 30D | +13.5% | -0.1% | +13.6% | +16.7% |
| 3M | -45.2% | +2.2% | -47.4% | -40.1% |
| 6M | +17.1% | +8.8% | +8.4% | +36.2% |
| YTD | +154.1% | +12.4% | +141.7% | +190.6% |
| 1Y | +375.7% | +15.6% | +360.1% | +422.7% |
| 3Y | +474.0% | +62.5% | +411.5% | +201.1% |
| 5Y | +60.4% | +34.3% | +26.2% | +72.2% |
| 10Y | +82.6% | +114.8% | -32.2% | +19.1% |
| All | +27.1% | +106.0% | -78.9% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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