-90.1%
SPIR vs VT
+110.2%
-200.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.1% | -3.9% | +0.1% |
| 7D | -20.4% | -4.2% | -16.2% | -13.1% |
| 30D | -29.8% | -5.8% | -24.0% | -20.6% |
| 3M | -40.2% | -5.2% | -35.0% | -33.1% |
| 6M | -53.2% | +0.1% | -53.3% | -51.7% |
| YTD | +2.8% | +8.2% | -5.4% | -7.1% |
| 1Y | -14.7% | +10.1% | -24.8% | -24.7% |
| 3Y | +86.2% | +69.7% | +16.6% | -18.5% |
| 5Y | -83.2% | +53.4% | -136.6% | -92.1% |
| All | -90.1% | +110.2% | -200.3% | -95.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling