-90.3%
SAFE vs VOO
+74.6%
-164.8%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.7% | -5.6% |
| 7D | -7.3% | +3.3% | -10.6% | -10.5% |
| 30D | -17.7% | -2.7% | -15.0% | -15.6% |
| 3M | -34.8% | -1.7% | -33.1% | -33.9% |
| 6M | -33.6% | +3.1% | -36.8% | -36.5% |
| YTD | -25.2% | +11.9% | -37.1% | -35.0% |
| 1Y | -22.1% | +12.1% | -34.2% | -32.5% |
| 3Y | -33.9% | +78.6% | -112.5% | -69.4% |
| 5Y | -90.3% | +73.8% | -164.1% | -95.4% |
| All | -90.3% | +74.6% | -164.8% | -95.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling