-84.6%
SPIR vs VT
+124.0%
-208.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | -9.0% | +0.4% | -9.5% | -9.8% |
| 30D | -7.1% | +1.0% | -8.1% | -8.9% |
| 3M | -40.2% | +2.4% | -42.6% | -41.9% |
| 6M | +29.9% | +12.0% | +17.9% | +7.7% |
| YTD | +59.7% | +15.3% | +44.4% | +26.6% |
| 1Y | +36.8% | +22.6% | +14.2% | -0.4% |
| 3Y | +118.6% | +74.7% | +43.9% | -10.8% |
| 5Y | -87.4% | +66.1% | -153.5% | -94.7% |
| All | -84.6% | +124.0% | -208.6% | -93.5% |
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