+510.8%
VOO vs KORU
+32.9%
+477.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +13.4% | -13.8% | -2.1% |
| 7D | +0.1% | +13.0% | -12.9% | -1.6% |
| 30D | +0.1% | +27.3% | -27.2% | -4.2% |
| 3M | +2.0% | -55.3% | +57.3% | +3.6% |
| 6M | +13.0% | +11.6% | +1.4% | -6.2% |
| YTD | +13.6% | +158.5% | -145.0% | -19.8% |
| 1Y | +20.1% | +482.2% | -462.1% | -27.0% |
| 3Y | +77.6% | +471.9% | -394.3% | +0.4% |
| 5Y | +82.4% | +41.1% | +41.3% | +20.9% |
| 10Y | +316.8% | +80.2% | +236.7% | +118.8% |
| All | +510.8% | +32.9% | +477.9% | +210.7% |
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 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