+67.6%
SPIP price history and return analytics
+374.2%
-306.6%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.1% | +0.4% | -0.4% | +0.1% |
| 30D | 0.0% | +1.0% | -1.0% | 0.0% |
| 3M | -0.8% | +2.4% | -3.2% | -0.8% |
| 6M | -0.5% | +12.0% | -12.5% | -0.2% |
| YTD | +0.6% | +15.3% | -14.7% | +1.0% |
| 1Y | +0.9% | +22.6% | -21.7% | +1.3% |
| 3Y | +12.6% | +74.7% | -62.1% | +14.1% |
| 5Y | +0.5% | +66.1% | -65.7% | +1.6% |
| 10Y | +26.2% | +225.0% | -198.8% | +32.1% |
| All | +67.6% | +374.2% | -306.6% | +72.6% |
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