+2,723.0%
VRT vs KORU
+46.8%
+2,676.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +13.4% | -9.1% | +1.0% |
| 7D | +9.1% | +13.0% | -3.9% | +5.6% |
| 30D | +0.9% | +27.3% | -26.3% | -6.8% |
| 3M | -13.4% | -55.3% | +41.9% | -7.3% |
| 6M | +11.7% | +11.6% | +0.1% | -17.4% |
| YTD | +73.2% | +158.5% | -85.3% | -2.3% |
| 1Y | +123.4% | +482.2% | -358.7% | -1.5% |
| 3Y | +606.2% | +471.9% | +134.3% | +184.9% |
| 5Y | +899.9% | +41.1% | +858.8% | +410.5% |
| All | +2,723.0% | +46.8% | +2,676.2% | +879.6% |
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