+30.6%
SPIB price history and return analytics
+221.8%
-191.1%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -1.0% | +2.4% | -3.4% | -1.2% |
| 30D | +0.4% | -1.5% | +1.9% | +0.5% |
| 3M | -1.4% | -4.1% | +2.7% | -1.1% |
| 6M | -1.0% | +0.6% | -1.5% | -1.1% |
| YTD | -0.7% | +11.0% | -11.7% | -1.6% |
| 1Y | +0.2% | +13.3% | -13.2% | -1.0% |
| 3Y | +17.5% | +73.4% | -55.9% | +11.9% |
| 5Y | +8.4% | +57.4% | -49.0% | +3.5% |
| All | +30.6% | +221.8% | -191.1% | +19.2% |
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 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