-62.6%
GEOS price history and return analytics
+57.0%
-119.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.6% |
| 7D | -6.1% | +2.4% | -8.4% | -8.1% |
| 30D | -22.6% | -1.5% | -21.1% | -21.3% |
| 3M | -30.7% | -4.1% | -26.6% | -27.8% |
| 6M | -55.3% | +0.6% | -55.9% | -55.2% |
| YTD | -78.9% | +11.0% | -90.0% | -80.4% |
| 1Y | -85.3% | +13.3% | -98.6% | -86.5% |
| 3Y | -70.3% | +73.4% | -143.7% | -78.4% |
| All | -62.6% | +57.0% | -119.6% | -73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling