-85.2%
SPIR price history and return analytics
+121.5%
-206.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.7% | -4.1% |
| 7D | -3.5% | -0.1% | -3.4% | -3.3% |
| 30D | -18.1% | -0.7% | -17.4% | -17.0% |
| 3M | -29.3% | +4.0% | -33.3% | -33.7% |
| 6M | +11.0% | +12.3% | -1.3% | -8.2% |
| YTD | +53.2% | +14.0% | +39.2% | +24.3% |
| 1Y | +28.2% | +20.3% | +7.9% | -3.2% |
| 3Y | +112.8% | +75.4% | +37.3% | -13.5% |
| 5Y | -87.0% | +66.0% | -152.9% | -94.4% |
| All | -85.2% | +121.5% | -206.7% | -93.6% |
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 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