-8.1%
PATH vs VEA
+14.9%
-23.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -5.3% | -2.2% | -3.1% | -5.0% |
| 30D | -0.5% | -3.4% | +2.8% | -0.1% |
| 3M | -7.1% | -5.6% | -1.5% | -6.6% |
| 6M | +23.8% | -3.4% | +27.3% | +24.8% |
| YTD | -20.7% | +9.7% | -30.4% | -26.6% |
| 1Y | -8.1% | +15.4% | -23.4% | -20.9% |
| All | -8.1% | +14.9% | -23.0% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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