-84.0%
GEOS vs VOO
+311.2%
-395.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -1.9% |
| 7D | -3.3% | +3.3% | -6.6% | -7.0% |
| 30D | -26.6% | -2.7% | -23.9% | -24.0% |
| 3M | -33.7% | -1.7% | -32.0% | -32.2% |
| 6M | -59.1% | +3.1% | -62.2% | -60.3% |
| YTD | -79.4% | +11.9% | -91.4% | -81.5% |
| 1Y | -86.9% | +12.1% | -99.0% | -88.3% |
| 3Y | -70.6% | +78.6% | -149.2% | -84.1% |
| 5Y | -62.8% | +73.8% | -136.6% | -80.1% |
| All | -84.0% | +311.2% | -395.2% | -97.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling