+67.7%
KORU vs VXUS
+54.3%
+13.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +4.9% |
| 7D | +20.1% | +0.3% | +19.8% | +18.7% |
| 30D | +47.5% | +0.7% | +46.8% | +48.1% |
| 3M | -30.1% | +4.8% | -34.8% | -26.6% |
| 6M | +20.1% | +11.3% | +8.8% | +32.2% |
| YTD | +166.6% | +16.5% | +150.1% | +174.4% |
| 1Y | +458.9% | +24.3% | +434.7% | +377.4% |
| 3Y | +531.8% | +74.5% | +457.3% | +104.7% |
| 5Y | +67.7% | +54.3% | +13.3% | +8.3% |
| All | +67.7% | +54.3% | +13.4% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 5y: compounded portfolio wealth divided by compounded VXUS 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…
5y analysis · Full analysis span regression · 6 months rolling