+631.1%
VRT vs KORU
-37.9%
+668.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.2% | +3.1% | -1.3% |
| 7D | -17.7% | -34.5% | +16.8% | -8.6% |
| 30D | -20.0% | -59.6% | +39.6% | +0.3% |
| 3M | -28.1% | -56.1% | +28.0% | -14.9% |
| 6M | -42.8% | -84.7% | +41.8% | -24.8% |
| YTD | +20.0% | -20.6% | +40.5% | -21.5% |
| 1Y | +3.5% | -13.9% | +17.4% | -34.5% |
| 3Y | +366.1% | +114.9% | +251.3% | +84.1% |
| All | +631.1% | -37.9% | +668.9% | +286.8% |
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