-89.4%
SAFX price history and return analytics
+13.3%
-102.7%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +1.1% | -9.0% | -10.9% |
| 7D | -28.1% | -0.7% | -27.4% | -26.2% |
| 30D | -76.8% | -1.7% | -75.1% | -75.4% |
| 3M | -83.9% | -2.3% | -81.6% | -82.8% |
| 6M | -82.9% | +1.5% | -84.4% | -83.3% |
| YTD | -73.7% | +12.0% | -85.7% | -79.9% |
| 1Y | -89.4% | +12.9% | -102.3% | -91.8% |
| All | -89.4% | +13.3% | -102.7% | -91.8% |
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