+9.1%
PATH vs VG
-39.3%
+48.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.4% | -16.2% | -16.6% |
| 7D | -16.3% | +1.7% | -18.0% | -16.5% |
| 30D | +9.9% | +16.0% | -6.1% | +7.8% |
| 3M | +30.2% | +9.7% | +20.4% | +27.3% |
| 6M | +37.2% | +29.6% | +7.7% | +28.3% |
| YTD | -7.3% | +112.0% | -119.3% | -20.8% |
| 1Y | +40.0% | +12.8% | +27.2% | +32.1% |
| All | +9.1% | -39.3% | +48.5% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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