+29.3%
KORU vs VXUS
+172.8%
-143.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.5% | +12.9% | +11.6% |
| 7D | +13.0% | +1.0% | +12.0% | +9.5% |
| 30D | +27.3% | +2.2% | +25.1% | +21.6% |
| 3M | -55.3% | +3.0% | -58.2% | -46.4% |
| 6M | +11.6% | +10.7% | +0.9% | +27.8% |
| YTD | +158.5% | +17.8% | +140.7% | +159.4% |
| 1Y | +482.2% | +27.6% | +454.6% | +370.7% |
| 3Y | +471.9% | +73.3% | +398.6% | +114.8% |
| 5Y | +41.1% | +54.3% | -13.2% | -1.7% |
| 10Y | +80.2% | +149.8% | -69.6% | -39.3% |
| All | +29.3% | +172.8% | -143.5% | -60.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling