-90.1%
SAFE vs VT
+53.4%
-143.5%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.7% |
| 7D | -6.3% | -2.3% | -4.0% | -3.9% |
| 30D | -11.9% | -5.0% | -6.9% | -6.7% |
| 3M | -32.8% | -4.9% | -27.9% | -28.9% |
| 6M | -28.0% | -1.5% | -26.4% | -27.7% |
| YTD | -19.6% | +8.5% | -28.1% | -29.1% |
| 1Y | -13.1% | +11.4% | -24.5% | -26.2% |
| 3Y | -31.9% | +70.1% | -102.0% | -69.2% |
| All | -90.1% | +53.4% | -143.5% | -94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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