-74.8%
SAFE vs VT
+363.9%
-438.7%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -7.1% |
| 7D | -1.8% | -0.3% | -1.5% | -1.6% |
| 30D | -9.5% | -1.4% | -8.1% | -7.7% |
| 3M | -33.4% | -1.4% | -32.0% | -32.2% |
| 6M | -23.7% | +5.5% | -29.2% | -31.9% |
| YTD | -18.2% | +12.8% | -31.0% | -35.7% |
| 1Y | -21.6% | +15.4% | -37.0% | -40.9% |
| 3Y | -31.3% | +76.9% | -108.2% | -76.7% |
| 5Y | -89.9% | +60.4% | -150.3% | -95.9% |
| 10Y | -71.4% | +232.8% | -304.2% | -97.2% |
| All | -74.8% | +363.9% | -438.7% | -96.4% |
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