+61.1%
VZ vs KORU
+70.2%
-9.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.0% | +0.5% |
| 7D | +0.2% | +24.3% | -24.1% | -0.3% |
| 30D | +7.1% | +37.3% | -30.2% | +6.1% |
| 3M | +12.8% | -32.8% | +45.6% | +12.2% |
| 6M | +1.8% | +36.9% | -35.1% | -3.9% |
| YTD | +30.0% | +162.6% | -132.6% | +17.5% |
| 1Y | +24.3% | +467.0% | -442.7% | +7.3% |
| 3Y | +84.3% | +522.4% | -438.1% | +54.0% |
| 5Y | +25.9% | +57.9% | -31.9% | +11.1% |
| 10Y | +61.1% | +70.8% | -9.7% | +26.8% |
| All | +61.1% | +70.2% | -9.1% | +26.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling