+20.2%
VZ vs KORU
-42.6%
+62.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.8% | -6.8% | -0.9% |
| 7D | +2.1% | -35.0% | +37.1% | +1.8% |
| 30D | +1.4% | -65.5% | +66.9% | +0.7% |
| 3M | -1.3% | -58.9% | +57.6% | -1.8% |
| 6M | -0.5% | -83.5% | +83.0% | -1.4% |
| YTD | +19.6% | -23.9% | +43.5% | +13.4% |
| 1Y | +22.4% | -12.4% | +34.8% | +15.4% |
| 3Y | +55.9% | +82.1% | -26.2% | +40.8% |
| All | +20.2% | -42.6% | +62.8% | +9.2% |
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 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