-83.3%
GEOS price history and return analytics
+217.6%
-301.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -4.8% |
| 7D | -10.8% | -0.1% | -10.6% | -10.5% |
| 30D | -22.2% | -3.1% | -19.2% | -18.8% |
| 3M | -35.3% | -3.5% | -31.8% | -32.2% |
| 6M | -56.7% | +0.5% | -57.1% | -56.6% |
| YTD | -78.5% | +10.8% | -89.3% | -80.6% |
| 1Y | -86.9% | +11.9% | -98.8% | -88.4% |
| 3Y | -69.3% | +73.0% | -142.2% | -83.8% |
| 5Y | -61.2% | +58.6% | -119.8% | -78.0% |
| 10Y | -83.3% | +219.2% | -302.5% | -96.6% |
| All | -83.3% | +217.6% | -301.0% | -96.6% |
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