+1.9%
VZ vs KORU
-82.1%
+84.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +18.4% | -17.8% | +1.5% |
| 7D | +0.9% | -18.1% | +19.1% | +0.4% |
| 30D | +8.9% | -45.7% | +54.7% | +6.7% |
| 3M | +0.1% | -51.6% | +51.7% | -1.7% |
| 6M | +1.9% | -82.6% | +84.5% | -1.4% |
| All | +1.9% | -82.1% | +84.0% | -1.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling