+238.5%
GEO vs VT
+57.0%
+181.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.3% |
| 7D | +17.0% | +2.4% | +14.7% | +14.5% |
| 30D | +5.6% | -1.5% | +7.1% | +7.4% |
| 3M | +7.1% | -4.1% | +11.2% | +11.8% |
| 6M | +43.6% | +0.6% | +43.1% | +42.2% |
| YTD | +101.8% | +11.0% | +90.8% | +81.0% |
| 1Y | +123.1% | +13.3% | +109.8% | +95.9% |
| 3Y | +249.8% | +73.4% | +176.4% | +107.3% |
| All | +238.5% | +57.0% | +181.5% | +109.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling