+499.7%
VOO vs KORU
-56.5%
+556.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.4% | +5.0% | +0.3% |
| 7D | +2.6% | +11.1% | -8.6% | +0.9% |
| 30D | -2.0% | -40.6% | +38.6% | +2.2% |
| 3M | -2.8% | -63.9% | +61.1% | +5.5% |
| 6M | +2.2% | -82.8% | +85.0% | +10.8% |
| YTD | +11.5% | -15.4% | +26.9% | -12.6% |
| 1Y | +13.5% | -3.3% | +16.8% | -13.4% |
| 3Y | +78.1% | +136.2% | -58.1% | +8.3% |
| 5Y | +73.1% | -36.7% | +109.9% | +21.5% |
| 10Y | +310.7% | -22.9% | +333.6% | +132.6% |
| All | +499.7% | -56.5% | +556.2% | +238.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling