-87.5%
SAFX vs VOO
+14.7%
-102.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.6% | -7.3% | -9.6% |
| 7D | -20.0% | -0.7% | -19.3% | -18.8% |
| 30D | -66.7% | -1.1% | -65.6% | -65.6% |
| 3M | -72.9% | -0.3% | -72.6% | -72.7% |
| 6M | -83.0% | +7.4% | -90.3% | -85.8% |
| YTD | -63.4% | +13.4% | -76.7% | -74.6% |
| 1Y | -87.5% | +14.8% | -102.3% | -91.4% |
| All | -87.5% | +14.7% | -102.2% | -91.4% |
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