+99.2%
VZ vs KORU
+32.9%
+66.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +13.4% | -14.3% | -1.3% |
| 7D | +0.1% | +13.0% | -12.9% | -0.3% |
| 30D | +7.9% | +27.3% | -19.4% | +6.8% |
| 3M | +13.6% | -55.3% | +68.9% | +14.1% |
| 6M | +1.1% | +11.6% | -10.5% | -4.6% |
| YTD | +29.3% | +158.5% | -129.3% | +15.6% |
| 1Y | +21.2% | +482.2% | -460.9% | +2.9% |
| 3Y | +75.9% | +471.9% | -396.0% | +45.1% |
| 5Y | +24.1% | +41.1% | -17.1% | +8.5% |
| 10Y | +62.4% | +80.2% | -17.8% | +26.3% |
| All | +99.2% | +32.9% | +66.3% | +51.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling