-81.0%
PATH vs VEU
+55.1%
-136.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +1.0% |
| 7D | +0.7% | +2.4% | -1.7% | -2.8% |
| 30D | -1.1% | -2.0% | +0.9% | +1.6% |
| 3M | -14.2% | -5.1% | -9.0% | -7.9% |
| 6M | +30.9% | -0.7% | +31.6% | +28.8% |
| YTD | -20.1% | +11.0% | -31.1% | -37.3% |
| 1Y | -8.1% | +12.4% | -20.5% | -29.5% |
| 3Y | -24.3% | +69.8% | -94.1% | -73.7% |
| 5Y | -75.6% | +48.2% | -123.8% | -88.7% |
| All | -81.0% | +55.1% | -136.1% | -91.3% |
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 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