+31.0%
SPIB price history and return analytics
+224.4%
-193.4%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | -0.4% | -0.7% | +0.3% | -0.4% |
| 30D | +1.0% | -1.7% | +2.7% | +1.1% |
| 3M | -0.5% | -2.3% | +1.8% | -0.4% |
| 6M | -0.6% | +1.5% | -2.1% | -0.7% |
| YTD | -0.1% | +12.0% | -12.1% | -1.1% |
| 1Y | +0.4% | +12.9% | -12.4% | -0.7% |
| 3Y | +18.3% | +74.9% | -56.7% | +12.5% |
| 5Y | +9.2% | +59.9% | -50.8% | +4.1% |
| 10Y | +31.0% | +224.6% | -193.6% | +19.4% |
| All | +31.0% | +224.4% | -193.4% | +19.4% |
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