+76.9%
VOO vs KORU
+507.1%
-430.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.6% |
| 7D | -0.4% | +20.1% | -20.5% | -1.8% |
| 30D | -1.4% | +47.5% | -48.8% | -4.8% |
| 3M | +3.7% | -30.1% | +33.8% | +2.3% |
| 6M | +13.0% | +20.1% | -7.1% | -0.2% |
| YTD | +12.4% | +166.6% | -154.1% | -12.4% |
| 1Y | +18.6% | +458.9% | -440.3% | -17.7% |
| All | +76.9% | +507.1% | -430.2% | +13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling