-65.2%
SAFE price history and return analytics
+374.2%
-439.4%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.6% | +0.4% | -2.1% | -2.5% |
| 30D | -6.6% | +1.0% | -7.6% | -8.2% |
| 3M | +0.6% | +2.4% | -1.8% | -4.7% |
| 6M | -1.4% | +12.0% | -13.4% | -20.7% |
| YTD | +13.1% | +15.3% | -2.2% | -14.0% |
| 1Y | -0.4% | +22.6% | -23.0% | -32.2% |
| 3Y | -18.7% | +74.7% | -93.3% | -71.4% |
| 5Y | -85.5% | +66.1% | -151.6% | -94.4% |
| 10Y | -60.3% | +225.0% | -285.3% | -95.9% |
| All | -65.2% | +374.2% | -439.4% | -95.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling