+401.9%
SAFT vs VOO
+812.0%
-410.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.6% |
| 7D | +0.2% | +0.5% | -0.3% | -0.2% |
| 30D | +0.8% | -0.9% | +1.7% | +1.3% |
| 3M | +49.4% | +3.9% | +45.5% | +45.4% |
| 6M | +41.0% | +14.5% | +26.5% | +28.3% |
| YTD | +37.3% | +13.0% | +24.3% | +25.9% |
| 1Y | +47.2% | +19.4% | +27.8% | +29.8% |
| 3Y | +80.0% | +78.9% | +1.1% | +18.1% |
| 5Y | +62.2% | +82.3% | -20.1% | +2.4% |
| 10Y | +132.9% | +314.2% | -181.3% | -25.9% |
| All | +401.9% | +812.0% | -410.1% | -26.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling