+25.2%
VZ vs KORU
+20.3%
+4.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.3% | +7.3% | +1.8% |
| 7D | +6.9% | -24.3% | +31.2% | +5.8% |
| 30D | +2.3% | -54.2% | +56.5% | -0.3% |
| 3M | 0.0% | -45.4% | +45.5% | -1.3% |
| 6M | +0.2% | -66.5% | +66.7% | -0.1% |
| YTD | +20.9% | +14.9% | +6.0% | +28.2% |
| 1Y | +25.2% | +22.5% | +2.7% | +33.7% |
| All | +25.2% | +20.3% | +4.9% | +33.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling