-60.2%
SAFE price history and return analytics
+222.7%
-282.9%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | +0.3% |
| 7D | -4.4% | -0.1% | -4.2% | -4.2% |
| 30D | -5.4% | -0.7% | -4.8% | -4.7% |
| 3M | -6.6% | +4.0% | -10.6% | -11.7% |
| 6M | -1.5% | +12.3% | -13.8% | -16.1% |
| YTD | +9.4% | +14.0% | -4.6% | -8.9% |
| 1Y | -6.2% | +20.3% | -26.5% | -27.3% |
| 3Y | -16.1% | +75.4% | -91.6% | -61.2% |
| 5Y | -86.2% | +66.0% | -152.1% | -93.0% |
| 10Y | -60.2% | +228.2% | -288.4% | -91.2% |
| All | -60.2% | +222.7% | -282.9% | -91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling