-99.2%
SAFX price history and return analytics
+35.7%
-134.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.4% | +2.6% | +16.8% | +14.7% |
| 7D | -30.1% | +0.4% | -30.4% | -30.0% |
| 30D | -72.4% | -2.6% | -69.8% | -70.7% |
| 3M | -77.9% | -3.2% | -74.7% | -76.5% |
| 6M | -79.6% | +0.9% | -80.6% | -79.5% |
| YTD | -68.5% | +11.3% | -79.8% | -72.4% |
| 1Y | -86.5% | +14.0% | -100.5% | -88.4% |
| All | -99.2% | +35.7% | -134.9% | -98.8% |
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