-60.2%
SAFE vs VOO
+315.3%
-375.5%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | -4.4% | -0.4% | -4.0% | -4.0% |
| 30D | -5.4% | -1.4% | -4.1% | -3.9% |
| 3M | -6.6% | +3.7% | -10.3% | -10.8% |
| 6M | -1.5% | +13.0% | -14.6% | -15.1% |
| YTD | +9.4% | +12.4% | -3.0% | -5.2% |
| 1Y | -6.2% | +18.6% | -24.8% | -23.7% |
| 3Y | -16.1% | +78.1% | -94.2% | -59.0% |
| 5Y | -86.2% | +82.3% | -168.4% | -93.4% |
| 10Y | -60.2% | +322.5% | -382.7% | -92.2% |
| All | -60.2% | +315.3% | -375.5% | -92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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