-75.1%
SAFE vs VT
+345.0%
-420.1%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | +5.8% |
| 7D | -6.3% | -4.2% | -2.1% | +0.4% |
| 30D | -12.1% | -5.8% | -6.3% | -3.3% |
| 3M | -33.4% | -5.2% | -28.1% | -27.5% |
| 6M | -25.4% | +0.1% | -25.5% | -27.3% |
| YTD | -19.3% | +8.2% | -27.5% | -32.0% |
| 1Y | -22.1% | +10.1% | -32.3% | -36.4% |
| 3Y | -32.2% | +69.7% | -101.8% | -75.3% |
| 5Y | -90.1% | +53.4% | -143.5% | -95.6% |
| 10Y | -71.8% | +219.2% | -291.0% | -97.1% |
| All | -75.1% | +345.0% | -420.1% | -96.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling