-88.0%
SPIR price history and return analytics
+116.3%
-204.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.3% | -5.7% |
| 7D | +20.4% | +2.9% | +17.5% | +14.3% |
| 30D | -2.7% | -2.5% | -0.2% | +3.1% |
| 3M | -37.0% | -3.3% | -33.7% | -32.0% |
| 6M | -47.4% | +1.5% | -48.9% | -47.4% |
| YTD | +23.7% | +11.4% | +12.4% | +6.2% |
| 1Y | +12.8% | +11.9% | +0.8% | -3.2% |
| 3Y | +101.7% | +73.9% | +27.9% | -15.6% |
| 5Y | -78.1% | +57.9% | -136.0% | -90.2% |
| All | -88.0% | +116.3% | -204.3% | -94.5% |
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