-5.3%
PATH vs VCLT
-3.2%
-2.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.2% |
| 7D | -4.8% | +0.4% | -5.2% | -5.0% |
| 30D | +2.7% | +3.9% | -1.3% | +0.3% |
| 3M | -4.2% | -1.9% | -2.2% | -3.5% |
| 6M | +24.7% | -2.6% | +27.4% | +25.4% |
| YTD | -17.6% | -3.1% | -14.5% | -17.5% |
| 1Y | -5.3% | -3.6% | -1.8% | -5.5% |
| All | -5.3% | -3.2% | -2.1% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling