+55.9%
VZ vs KORU
+78.5%
-22.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.8% | -6.8% | -0.8% |
| 7D | +2.1% | -35.0% | +37.1% | +1.3% |
| 30D | +1.4% | -65.5% | +66.9% | -0.7% |
| 3M | -1.3% | -58.9% | +57.6% | -2.6% |
| 6M | -0.5% | -83.5% | +83.0% | -2.3% |
| YTD | +19.6% | -23.9% | +43.5% | +16.8% |
| 1Y | +22.4% | -12.4% | +34.8% | +19.2% |
| 3Y | +55.9% | +82.1% | -26.2% | +48.5% |
| All | +55.9% | +78.5% | -22.7% | +48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling