-83.2%
SPIR vs VT
+53.2%
-136.4%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.1% | -3.9% | +1.1% |
| 7D | -20.4% | -4.2% | -16.2% | -12.3% |
| 30D | -29.8% | -5.8% | -24.0% | -19.5% |
| 3M | -40.2% | -5.2% | -35.0% | -32.3% |
| 6M | -53.2% | +0.1% | -53.3% | -51.6% |
| YTD | +2.8% | +8.2% | -5.4% | -8.9% |
| 1Y | -14.7% | +10.1% | -24.8% | -26.5% |
| 3Y | +86.2% | +69.7% | +16.6% | -31.4% |
| 5Y | -83.2% | +53.4% | -136.6% | -91.8% |
| All | -83.2% | +53.2% | -136.4% | -91.8% |
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