-81.6%
GEOS price history and return analytics
+223.7%
-305.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -1.8% |
| 7D | -6.3% | +0.4% | -6.7% | -6.7% |
| 30D | -17.7% | -2.6% | -15.1% | -14.7% |
| 3M | -34.2% | -3.2% | -31.0% | -31.2% |
| 6M | -54.2% | +0.9% | -55.1% | -54.3% |
| YTD | -77.2% | +11.3% | -88.5% | -79.6% |
| 1Y | -85.2% | +14.0% | -99.2% | -87.2% |
| 3Y | -65.9% | +75.8% | -141.7% | -82.4% |
| 5Y | -60.0% | +57.8% | -117.8% | -77.0% |
| 10Y | -81.6% | +219.8% | -301.4% | -96.1% |
| All | -81.6% | +223.7% | -305.2% | -96.1% |
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