-84.0%
GEOS price history and return analytics
+222.7%
-306.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.5% |
| 7D | -3.3% | +2.9% | -6.2% | -6.8% |
| 30D | -26.6% | -2.5% | -24.1% | -24.0% |
| 3M | -33.7% | -3.3% | -30.4% | -30.6% |
| 6M | -59.1% | +1.5% | -60.6% | -59.6% |
| YTD | -79.4% | +11.4% | -90.8% | -81.6% |
| 1Y | -86.9% | +11.9% | -98.8% | -88.4% |
| 3Y | -70.6% | +73.9% | -144.5% | -84.6% |
| 5Y | -62.8% | +57.9% | -120.7% | -78.7% |
| All | -84.0% | +222.7% | -306.7% | -96.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling