-74.3%
SAFE vs VOO
+314.4%
-388.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +0.1% |
| 7D | -2.7% | -0.9% | -1.8% | -1.8% |
| 30D | -13.1% | -2.3% | -10.8% | -11.1% |
| 3M | -30.5% | -1.2% | -29.3% | -29.9% |
| 6M | -29.3% | +3.3% | -32.6% | -32.6% |
| YTD | -20.4% | +12.3% | -32.7% | -31.3% |
| 1Y | -19.7% | +12.5% | -32.2% | -31.0% |
| 3Y | -29.7% | +79.2% | -108.9% | -66.3% |
| 5Y | -89.7% | +75.7% | -165.4% | -94.9% |
| 10Y | -74.3% | +313.7% | -388.0% | -95.1% |
| All | -74.3% | +314.4% | -388.7% | -95.1% |
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