+82.6%
VOO vs KORU
+43.7%
+38.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -12.5% | +11.9% | +0.6% |
| 7D | -2.0% | +2.3% | -4.3% | -2.4% |
| 30D | -1.7% | +20.0% | -21.7% | -4.3% |
| 3M | +4.7% | -32.7% | +37.5% | +2.9% |
| 6M | +12.6% | +13.3% | -0.8% | -4.1% |
| YTD | +11.8% | +133.2% | -121.4% | -17.3% |
| 1Y | +17.5% | +357.3% | -339.7% | -23.1% |
| 3Y | +77.0% | +452.7% | -375.7% | +3.5% |
| 5Y | +82.6% | +47.2% | +35.4% | +23.7% |
| All | +82.6% | +43.7% | +38.9% | +23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling