-87.7%
GEOS price history and return analytics
+345.0%
-432.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -4.1% | -4.6% | -3.2% |
| 7D | -21.7% | -4.2% | -17.6% | -17.0% |
| 30D | -23.2% | -5.8% | -17.4% | -16.7% |
| 3M | -51.0% | -5.2% | -45.8% | -47.4% |
| 6M | -59.5% | +0.1% | -59.6% | -59.2% |
| YTD | -78.7% | +8.2% | -86.9% | -80.4% |
| 1Y | -86.3% | +10.1% | -96.4% | -87.7% |
| 3Y | -69.3% | +69.7% | -139.0% | -84.2% |
| 5Y | -61.7% | +53.4% | -115.1% | -78.7% |
| 10Y | -80.6% | +219.2% | -299.8% | -95.8% |
| All | -87.7% | +345.0% | -432.7% | -98.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling