-33.3%
SAFE vs VOO
+79.1%
-112.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.7% | -5.8% |
| 7D | -7.3% | +3.3% | -10.6% | -9.5% |
| 30D | -17.7% | -2.7% | -15.0% | -16.2% |
| 3M | -34.8% | -1.7% | -33.1% | -34.1% |
| 6M | -33.6% | +3.1% | -36.8% | -35.6% |
| YTD | -25.2% | +11.9% | -37.1% | -32.4% |
| 1Y | -22.1% | +12.1% | -34.2% | -29.7% |
| All | -33.3% | +79.1% | -112.4% | -77.6% |
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