+317.6%
VOO vs KORU
+92.5%
+225.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.0% | -8.1% | -0.3% |
| 7D | -0.8% | -1.7% | +0.9% | -0.7% |
| 30D | -1.1% | +13.5% | -14.6% | -3.7% |
| 3M | +3.9% | -45.2% | +49.1% | +5.1% |
| 6M | +13.6% | +17.1% | -3.5% | -6.6% |
| YTD | +12.7% | +154.1% | -141.4% | -21.3% |
| 1Y | +17.6% | +375.7% | -358.1% | -27.6% |
| 3Y | +77.3% | +474.0% | -396.7% | -2.4% |
| 5Y | +84.1% | +60.4% | +23.7% | +17.7% |
| All | +317.6% | +92.5% | +225.1% | +116.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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