-36.0%
KMPR vs VOO
+72.8%
-108.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.1% | +4.0% |
| 7D | +1.8% | -0.6% | +2.4% | +2.2% |
| 30D | +27.6% | -3.6% | +31.3% | +30.7% |
| 3M | +31.9% | -2.7% | +34.6% | +34.1% |
| 6M | +16.1% | +2.2% | +13.9% | +13.2% |
| YTD | -12.4% | +10.9% | -23.3% | -19.7% |
| 1Y | -2.8% | +11.3% | -14.1% | -11.3% |
| 3Y | -4.6% | +76.9% | -81.5% | -40.5% |
| 5Y | -36.0% | +73.5% | -109.5% | -61.5% |
| All | -36.0% | +72.8% | -108.8% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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