-77.0%
PATH vs VEA
+49.6%
-126.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.5% |
| 7D | -5.3% | -2.2% | -3.1% | -2.4% |
| 30D | -0.5% | -3.4% | +2.8% | +4.2% |
| 3M | -7.1% | -5.6% | -1.5% | +0.1% |
| 6M | +23.8% | -3.4% | +27.3% | +27.0% |
| YTD | -20.7% | +9.7% | -30.4% | -36.3% |
| 1Y | -8.1% | +15.4% | -23.4% | -32.4% |
| 3Y | -21.8% | +68.5% | -90.4% | -71.8% |
| All | -77.0% | +49.6% | -126.6% | -89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling