+420.5%
GEO vs VOO
+817.1%
-396.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.2% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | +1.1% | +0.1% | +1.1% | +1.0% |
| 3M | +26.3% | +2.0% | +24.3% | +23.5% |
| 6M | +111.1% | +13.0% | +98.1% | +88.0% |
| YTD | +97.1% | +13.6% | +83.5% | +74.8% |
| 1Y | +50.3% | +20.1% | +30.2% | +26.6% |
| 3Y | +328.7% | +77.6% | +251.2% | +156.0% |
| 5Y | +301.6% | +82.4% | +219.2% | +131.6% |
| 10Y | +253.3% | +316.8% | -63.5% | -7.9% |
| All | +420.5% | +817.1% | -396.6% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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