+420.7%
GEO vs VT
+374.2%
+46.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | -1.6% | +0.4% | -2.0% | -1.9% |
| 30D | +1.1% | +1.0% | +0.1% | +0.3% |
| 3M | +26.3% | +2.4% | +23.9% | +23.4% |
| 6M | +111.1% | +12.0% | +99.1% | +91.3% |
| YTD | +97.1% | +15.3% | +81.7% | +74.2% |
| 1Y | +50.3% | +22.6% | +27.7% | +26.2% |
| 3Y | +328.7% | +74.7% | +254.1% | +170.4% |
| 5Y | +301.6% | +66.1% | +235.5% | +163.3% |
| 10Y | +253.3% | +225.0% | +28.3% | +34.8% |
| All | +420.7% | +374.2% | +46.5% | +51.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling