-72.5%
SAFX vs VOO
+20.9%
-93.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +4.6% |
| 7D | +9.5% | +0.1% | +9.4% | +9.1% |
| 30D | +8.9% | +0.1% | +8.9% | +8.2% |
| 3M | -10.6% | +2.0% | -12.6% | -14.9% |
| 6M | +96.6% | +13.0% | +83.6% | +42.6% |
| YTD | +44.0% | +13.6% | +30.4% | +3.9% |
| 1Y | -72.5% | +20.1% | -92.6% | -81.3% |
| All | -72.5% | +20.9% | -93.4% | -81.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling