-53.3%
KMPR vs VT
+66.2%
-119.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.2% | -2.3% |
| 7D | +0.4% | +0.4% | -0.1% | +0.1% |
| 30D | -3.1% | +1.0% | -4.0% | -3.8% |
| 3M | +19.4% | +2.4% | +17.0% | +16.6% |
| 6M | -11.1% | +12.0% | -23.1% | -19.7% |
| YTD | -28.5% | +15.3% | -43.9% | -36.9% |
| 1Y | -46.1% | +22.6% | -68.7% | -54.9% |
| 3Y | -35.9% | +74.7% | -110.6% | -60.8% |
| All | -53.3% | +66.2% | -119.4% | -71.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling