+40.0%
PATH vs VEU
+28.8%
+11.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.5% | -17.2% | -16.8% |
| 7D | -16.3% | +1.1% | -17.5% | -16.6% |
| 30D | +9.9% | +2.2% | +7.7% | +9.3% |
| 3M | +30.2% | +3.0% | +27.2% | +29.5% |
| 6M | +37.2% | +10.9% | +26.4% | +34.1% |
| YTD | -7.3% | +18.2% | -25.5% | -19.4% |
| 1Y | +40.0% | +28.3% | +11.7% | -0.3% |
| All | +40.0% | +28.8% | +11.2% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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