-85.8%
SAFE vs VOO
+82.3%
-168.2%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.2% |
| 7D | -3.4% | +0.5% | -3.9% | -4.0% |
| 30D | -9.8% | -0.9% | -8.9% | -8.9% |
| 3M | -5.0% | +3.9% | -8.9% | -9.3% |
| 6M | -2.3% | +14.5% | -16.8% | -16.7% |
| YTD | +9.9% | +13.0% | -3.0% | -4.9% |
| 1Y | -5.9% | +19.4% | -25.4% | -23.8% |
| 3Y | -15.7% | +78.9% | -94.6% | -60.3% |
| 5Y | -85.8% | +82.3% | -168.1% | -93.5% |
| All | -85.8% | +82.3% | -168.2% | -93.5% |
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