-76.5%
PATH vs VCIT
+3.8%
-80.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.3% | +1.6% |
| 7D | -4.8% | +0.4% | -5.2% | -5.7% |
| 30D | +2.7% | +2.2% | +0.5% | -2.1% |
| 3M | -4.2% | -1.8% | -2.4% | -0.1% |
| 6M | +24.7% | -1.6% | +26.4% | +29.6% |
| YTD | -17.6% | -1.7% | -15.8% | -14.3% |
| 1Y | -5.3% | -0.8% | -4.5% | -3.7% |
| 3Y | -22.0% | +19.3% | -41.3% | -50.3% |
| 5Y | -76.5% | +3.5% | -80.0% | -80.3% |
| All | -76.5% | +3.8% | -80.3% | -80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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