+24.3%
VZ vs KORU
+473.6%
-449.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.0% | +0.6% |
| 7D | +0.2% | +24.3% | -24.1% | +1.0% |
| 30D | +7.1% | +37.3% | -30.2% | +8.5% |
| 3M | +12.8% | -32.8% | +45.6% | +13.4% |
| 6M | +1.8% | +36.9% | -35.1% | +5.5% |
| YTD | +30.0% | +162.6% | -132.6% | +35.7% |
| 1Y | +24.3% | +467.0% | -442.7% | +36.2% |
| All | +24.3% | +473.6% | -449.3% | +36.2% |
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