-75.2%
PATH vs VEU
+47.6%
-122.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +2.1% | +2.1% | 0.0% | -1.1% |
| 30D | +1.6% | -0.9% | +2.5% | +2.8% |
| 3M | -20.4% | -5.4% | -15.1% | -14.2% |
| 6M | +40.1% | -1.8% | +41.9% | +40.5% |
| YTD | -19.0% | +10.9% | -30.0% | -36.8% |
| 1Y | -5.8% | +13.6% | -19.4% | -29.7% |
| 3Y | -22.9% | +69.3% | -92.2% | -74.1% |
| All | -75.2% | +47.6% | -122.8% | -88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling