+644.6%
VRT vs KORU
+521.6%
+123.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +3.3% |
| 7D | +13.6% | +24.3% | -10.7% | +7.6% |
| 30D | +6.8% | +37.3% | -30.6% | -2.9% |
| 3M | -3.2% | -32.8% | +29.6% | -3.2% |
| 6M | +20.3% | +36.9% | -16.6% | -17.8% |
| YTD | +79.6% | +162.6% | -83.0% | -7.1% |
| 1Y | +139.0% | +467.0% | -328.0% | -7.1% |
| 3Y | +644.6% | +522.4% | +122.2% | +148.5% |
| All | +644.6% | +521.6% | +123.0% | +148.5% |
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 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