+65.5%
VZ vs KORU
-28.2%
+93.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.3% | -10.5% | +0.6% |
| 7D | +2.2% | -25.8% | +28.1% | +2.5% |
| 30D | +10.6% | -56.9% | +67.5% | +11.8% |
| 3M | -0.6% | -55.7% | +55.1% | 0.0% |
| 6M | +0.7% | -83.7% | +84.4% | +1.7% |
| YTD | +20.6% | -15.3% | +35.9% | +11.0% |
| 1Y | +22.7% | +3.4% | +19.4% | +11.6% |
| 3Y | +57.2% | +133.8% | -76.5% | +33.1% |
| 5Y | +21.4% | -35.4% | +56.8% | +7.5% |
| 10Y | +65.5% | -27.3% | +92.8% | +29.6% |
| All | +65.5% | -28.2% | +93.7% | +29.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling