+125.5%
SAFT price history and return analytics
+221.8%
-96.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +0.2% | +2.4% | -2.2% | -1.2% |
| 30D | +0.5% | -1.5% | +2.0% | +1.2% |
| 3M | +1.8% | -4.1% | +5.9% | +4.0% |
| 6M | +53.2% | +0.6% | +52.7% | +51.7% |
| YTD | +38.7% | +11.0% | +27.7% | +28.8% |
| 1Y | +42.4% | +13.3% | +29.1% | +30.4% |
| 3Y | +56.5% | +73.4% | -16.9% | +7.8% |
| 5Y | +59.5% | +57.4% | +2.1% | +16.0% |
| All | +125.5% | +221.8% | -96.3% | -2.7% |
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