-8.6%
PATH vs VEU
+14.2%
-22.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.3% |
| 7D | -2.7% | -0.5% | -2.2% | -2.7% |
| 30D | -1.4% | -1.0% | -0.4% | -1.3% |
| 3M | -16.4% | -3.6% | -12.8% | -16.2% |
| 6M | +23.3% | -1.2% | +24.4% | +23.8% |
| YTD | -19.8% | +12.0% | -31.8% | -26.3% |
| 1Y | -8.6% | +13.9% | -22.4% | -18.0% |
| All | -8.6% | +14.2% | -22.8% | -18.0% |
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