+21.8%
VZ vs KORU
-38.2%
+60.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.4% | +5.0% | -0.5% |
| 7D | +1.5% | +11.1% | -9.7% | +1.6% |
| 30D | +4.4% | -40.6% | +45.0% | +4.1% |
| 3M | -2.4% | -63.9% | +61.5% | -2.9% |
| 6M | +1.4% | -82.8% | +84.2% | +0.9% |
| YTD | +21.4% | -15.4% | +36.8% | +15.2% |
| 1Y | +20.3% | -3.3% | +23.5% | +13.6% |
| 3Y | +57.4% | +136.2% | -78.8% | +41.1% |
| All | +21.8% | -38.2% | +60.0% | +11.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling