-15.7%
SAFE vs VOO
+79.1%
-94.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.4% |
| 7D | -3.4% | +0.5% | -3.9% | -3.8% |
| 30D | -9.8% | -0.9% | -8.9% | -9.1% |
| 3M | -5.0% | +3.9% | -8.9% | -8.3% |
| 6M | -2.3% | +14.5% | -16.8% | -13.7% |
| YTD | +9.9% | +13.0% | -3.0% | -1.8% |
| 1Y | -5.9% | +19.4% | -25.4% | -20.2% |
| 3Y | -15.7% | +78.9% | -94.6% | -65.6% |
| All | -15.7% | +79.1% | -94.8% | -65.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling