-81.4%
PATH vs VGT
+142.3%
-223.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | +0.4% |
| 7D | -2.3% | -4.1% | +1.8% | +2.3% |
| 30D | -4.8% | -13.6% | +8.8% | +13.1% |
| 3M | -17.7% | -8.0% | -9.7% | -10.0% |
| 6M | +18.9% | -1.5% | +20.4% | +15.8% |
| YTD | -21.7% | +17.7% | -39.4% | -40.9% |
| 1Y | -9.6% | +13.8% | -23.4% | -28.5% |
| 3Y | -25.8% | +101.6% | -127.4% | -74.9% |
| 5Y | -77.1% | +106.7% | -183.8% | -92.4% |
| All | -81.4% | +142.3% | -223.7% | -94.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling