-66.2%
SAFE vs VT
+371.8%
-438.0%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.0% |
| 7D | -3.4% | +1.0% | -4.4% | -5.1% |
| 30D | -9.8% | -0.2% | -9.6% | -9.5% |
| 3M | -5.0% | +4.5% | -9.6% | -13.0% |
| 6M | -2.3% | +14.1% | -16.3% | -23.9% |
| YTD | +9.9% | +14.8% | -4.8% | -15.6% |
| 1Y | -5.9% | +21.2% | -27.1% | -34.6% |
| 3Y | -15.7% | +76.6% | -92.3% | -70.9% |
| 5Y | -85.8% | +66.6% | -152.4% | -94.6% |
| 10Y | -61.2% | +222.3% | -283.4% | -95.9% |
| All | -66.2% | +371.8% | -438.0% | -95.3% |
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