+69.5%
KMPR vs VOO
+817.1%
-747.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.9% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | -3.1% | +0.1% | -3.1% | -3.2% |
| 3M | +19.4% | +2.0% | +17.4% | +16.3% |
| 6M | -11.1% | +13.0% | -24.2% | -22.2% |
| YTD | -28.5% | +13.6% | -42.1% | -37.7% |
| 1Y | -46.1% | +20.1% | -66.1% | -55.7% |
| 3Y | -35.9% | +77.6% | -113.5% | -65.4% |
| 5Y | -53.3% | +82.4% | -135.8% | -76.0% |
| 10Y | -7.4% | +316.8% | -324.3% | -82.2% |
| All | +69.5% | +817.1% | -747.6% | -88.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling