-8.1%
PATH vs VEU
+12.6%
-20.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | +0.7% | +2.4% | -1.7% | +0.4% |
| 30D | -1.1% | -2.0% | +0.9% | -0.9% |
| 3M | -14.2% | -5.1% | -9.0% | -13.7% |
| 6M | +30.9% | -0.7% | +31.6% | +31.4% |
| YTD | -20.1% | +11.0% | -31.1% | -26.5% |
| 1Y | -8.1% | +12.4% | -20.5% | -16.9% |
| All | -8.1% | +12.6% | -20.7% | -16.9% |
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