+63.5%
SAFT vs VOO
+80.3%
-16.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | +0.2% | -2.0% | +2.2% | +0.8% |
| 30D | +0.9% | -1.7% | +2.5% | +1.3% |
| 3M | +45.5% | +4.7% | +40.7% | +43.3% |
| 6M | +45.4% | +12.6% | +32.8% | +39.7% |
| YTD | +37.2% | +11.8% | +25.4% | +32.1% |
| 1Y | +48.3% | +17.5% | +30.8% | +40.2% |
| 3Y | +79.9% | +77.0% | +2.9% | +46.8% |
| 5Y | +63.5% | +82.6% | -19.0% | +26.8% |
| All | +63.5% | +80.3% | -16.8% | +26.8% |
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