-88.9%
SPIR vs VT
+110.7%
-199.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.2% | +0.2% | +12.0% | +11.7% |
| 7D | -2.5% | -2.3% | -0.2% | +2.2% |
| 30D | -18.6% | -5.0% | -13.7% | -9.6% |
| 3M | -35.4% | -4.9% | -30.5% | -28.2% |
| 6M | -52.7% | -1.5% | -51.2% | -49.7% |
| YTD | +15.3% | +8.5% | +6.8% | +3.8% |
| 1Y | -1.1% | +11.4% | -12.5% | -14.5% |
| 3Y | +113.1% | +70.1% | +43.0% | -7.2% |
| 5Y | -81.2% | +53.7% | -134.9% | -91.1% |
| All | -88.9% | +110.7% | -199.6% | -94.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling