-87.8%
SPIR price history and return analytics
+116.2%
-204.0%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.6% | +6.8% | +4.2% |
| 7D | +10.8% | +0.4% | +10.4% | +10.2% |
| 30D | -7.9% | -2.6% | -5.3% | -2.3% |
| 3M | -34.0% | -3.2% | -30.7% | -29.0% |
| 6M | -48.8% | +0.9% | -49.8% | -48.3% |
| YTD | +26.1% | +11.3% | +14.8% | +8.1% |
| 1Y | +6.4% | +14.0% | -7.6% | -12.0% |
| 3Y | +102.6% | +75.8% | +26.7% | -17.0% |
| 5Y | -77.9% | +57.8% | -135.7% | -90.1% |
| All | -87.8% | +116.2% | -204.0% | -94.4% |
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