+526.4%
SAFT price history and return analytics
+360.7%
+165.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.8% |
| 7D | +0.1% | -0.7% | +0.8% | +0.4% |
| 30D | +0.6% | -1.7% | +2.3% | +1.6% |
| 3M | +1.9% | -2.3% | +4.2% | +3.2% |
| 6M | +50.7% | +1.5% | +49.2% | +47.9% |
| YTD | +38.7% | +12.0% | +26.6% | +26.5% |
| 1Y | +42.4% | +12.9% | +29.5% | +29.1% |
| 3Y | +57.4% | +74.9% | -17.5% | +3.3% |
| 5Y | +58.6% | +59.9% | -1.3% | +8.6% |
| 10Y | +126.7% | +224.6% | -97.9% | -10.1% |
| All | +526.4% | +360.7% | +165.7% | +69.2% |
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