-61.0%
GEOS vs VOO
+67.9%
-128.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.3% | +5.0% | +5.0% |
| 7D | -14.1% | -2.7% | -11.4% | -11.8% |
| 30D | -19.2% | -5.4% | -13.8% | -15.0% |
| 3M | -44.4% | -4.1% | -40.4% | -42.3% |
| 6M | -59.4% | +0.7% | -60.1% | -59.3% |
| YTD | -77.6% | +8.7% | -86.3% | -78.6% |
| 1Y | -85.5% | +11.0% | -96.4% | -86.4% |
| 3Y | -66.7% | +75.5% | -142.1% | -74.3% |
| All | -61.0% | +67.9% | -128.9% | -70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling