+88.0%
VZ vs KORU
-51.6%
+139.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +18.4% | -17.8% | +0.2% |
| 7D | +0.9% | -18.1% | +19.1% | +1.1% |
| 30D | +8.9% | -45.7% | +54.7% | +10.0% |
| 3M | +0.1% | -51.6% | +51.7% | +0.8% |
| 6M | +1.9% | -82.6% | +84.5% | +3.2% |
| YTD | +22.0% | -5.9% | +27.9% | +11.0% |
| 1Y | +22.1% | +3.3% | +18.8% | +10.4% |
| 3Y | +58.7% | +154.5% | -95.8% | +32.0% |
| 5Y | +22.3% | -26.6% | +48.9% | +6.5% |
| 10Y | +71.6% | -14.3% | +85.9% | +33.5% |
| All | +88.0% | -51.6% | +139.6% | +45.6% |
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