+73.1%
VOO vs KORU
-38.2%
+111.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.4% | +5.0% | +0.1% |
| 7D | +2.6% | +11.1% | -8.6% | +1.3% |
| 30D | -2.0% | -40.6% | +38.6% | +1.3% |
| 3M | -2.8% | -63.9% | +61.1% | +3.6% |
| 6M | +2.2% | -82.8% | +85.0% | +8.9% |
| YTD | +11.5% | -15.4% | +26.9% | -11.5% |
| 1Y | +13.5% | -3.3% | +16.8% | -12.2% |
| 3Y | +78.1% | +136.2% | -58.1% | +9.0% |
| All | +73.1% | -38.2% | +111.2% | +25.0% |
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