-88.4%
SAFX price history and return analytics
+11.9%
-100.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.1% | +3.6% |
| 7D | 0.0% | +2.4% | -2.4% | -5.5% |
| 30D | -68.7% | -1.5% | -67.2% | -67.2% |
| 3M | -84.0% | -4.1% | -79.9% | -82.1% |
| 6M | -81.9% | +0.6% | -82.4% | -81.8% |
| YTD | -73.6% | +11.0% | -84.7% | -79.0% |
| 1Y | -88.4% | +13.3% | -101.8% | -90.8% |
| All | -88.4% | +11.9% | -100.4% | -90.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling