+40.0%
PATH vs VGT
+40.8%
-0.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.3% | -17.0% | -16.9% |
| 7D | -16.3% | +1.0% | -17.3% | -17.0% |
| 30D | +9.9% | +1.3% | +8.6% | +9.0% |
| 3M | +30.2% | -1.1% | +31.3% | +32.2% |
| 6M | +37.2% | +32.6% | +4.6% | +2.5% |
| YTD | -7.3% | +29.0% | -36.3% | -27.9% |
| 1Y | +40.0% | +39.7% | +0.3% | -5.9% |
| All | +40.0% | +40.8% | -0.8% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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