-7.7%
KMPR vs VT
+69.4%
-77.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | +1.1% |
| 7D | +8.5% | -4.2% | +12.6% | +11.1% |
| 30D | +35.5% | -5.8% | +41.3% | +40.1% |
| 3M | +22.1% | -5.2% | +27.4% | +25.7% |
| 6M | +9.9% | +0.1% | +9.8% | +8.3% |
| YTD | -10.0% | +8.2% | -18.2% | -16.4% |
| 1Y | -13.6% | +10.1% | -23.8% | -21.0% |
| All | -7.7% | +69.4% | -77.0% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling