-89.2%
SPIR vs VT
+119.1%
-208.4%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.7% | -5.4% | -7.1% |
| 7D | -13.2% | -0.3% | -12.9% | -12.6% |
| 30D | -23.0% | -1.4% | -21.6% | -20.7% |
| 3M | -37.8% | -1.4% | -36.4% | -35.9% |
| 6M | -52.0% | +5.5% | -57.4% | -55.4% |
| YTD | +11.7% | +12.8% | -1.1% | -7.2% |
| 1Y | -4.7% | +15.4% | -20.1% | -23.4% |
| 3Y | +102.4% | +76.9% | +25.5% | -18.6% |
| 5Y | -82.5% | +60.4% | -142.9% | -92.4% |
| All | -89.2% | +119.1% | -208.4% | -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