-89.6%
SAFX vs VOO
+11.8%
-101.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.4% | -1.9% |
| 7D | -19.5% | +3.3% | -22.8% | -25.5% |
| 30D | -76.2% | -2.7% | -73.5% | -74.3% |
| 3M | -85.6% | -1.7% | -83.9% | -84.9% |
| 6M | -82.8% | +3.1% | -85.9% | -83.8% |
| YTD | -74.4% | +11.9% | -86.3% | -81.1% |
| 1Y | -89.6% | +12.1% | -101.7% | -92.2% |
| All | -89.6% | +11.8% | -101.4% | -92.2% |
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