-81.2%
PATH vs VEU
+51.8%
-133.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.4% |
| 7D | -5.3% | -1.6% | -3.7% | -3.1% |
| 30D | -0.5% | -4.3% | +3.8% | +6.0% |
| 3M | -7.1% | -5.8% | -1.3% | +0.9% |
| 6M | +23.8% | -4.4% | +28.2% | +29.1% |
| YTD | -20.7% | +8.7% | -29.3% | -35.7% |
| 1Y | -8.1% | +12.6% | -20.7% | -30.3% |
| 3Y | -21.8% | +65.2% | -87.1% | -71.6% |
| 5Y | -76.8% | +45.5% | -122.4% | -89.0% |
| All | -81.2% | +51.8% | -133.0% | -91.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling