-81.2%
PATH vs VEU
+56.0%
-137.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -4.2% |
| 7D | -2.7% | +0.8% | -3.5% | -3.9% |
| 30D | -3.7% | -1.6% | -2.1% | -1.6% |
| 3M | -13.8% | -4.2% | -9.6% | -8.9% |
| 6M | +20.3% | -1.5% | +21.8% | +20.2% |
| YTD | -20.8% | +11.7% | -32.5% | -38.4% |
| 1Y | -9.2% | +15.6% | -24.8% | -33.8% |
| 3Y | -21.8% | +71.7% | -93.5% | -73.3% |
| 5Y | -77.4% | +49.5% | -126.9% | -89.7% |
| All | -81.2% | +56.0% | -137.2% | -91.5% |
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