+1,934.0%
VRT vs KORU
-52.0%
+1,985.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.4% | +1.8% | -2.2% |
| 7D | +10.5% | +11.1% | -0.6% | +7.3% |
| 30D | -9.3% | -40.6% | +31.3% | +1.5% |
| 3M | -29.6% | -63.9% | +34.3% | -13.5% |
| 6M | -45.4% | -82.8% | +37.5% | -30.6% |
| YTD | +24.8% | -15.4% | +40.2% | -10.1% |
| 1Y | +23.6% | -3.3% | +26.9% | -14.6% |
| 3Y | +379.7% | +136.2% | +243.5% | +135.3% |
| 5Y | +660.3% | -36.7% | +697.0% | +367.6% |
| All | +1,934.0% | -52.0% | +1,985.9% | +801.7% |
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