-83.7%
GEOS price history and return analytics
+221.8%
-305.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.7% |
| 7D | -6.1% | +2.4% | -8.4% | -8.9% |
| 30D | -22.6% | -1.5% | -21.1% | -20.9% |
| 3M | -30.7% | -4.1% | -26.6% | -26.7% |
| 6M | -55.3% | +0.6% | -55.9% | -55.3% |
| YTD | -78.9% | +11.0% | -90.0% | -81.1% |
| 1Y | -85.3% | +13.3% | -98.6% | -87.2% |
| 3Y | -70.3% | +73.4% | -143.7% | -84.4% |
| 5Y | -61.9% | +57.4% | -119.4% | -78.1% |
| All | -83.7% | +221.8% | -305.4% | -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