-81.2%
PATH vs VGT
+145.5%
-226.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.4% | -4.1% |
| 7D | -2.7% | -1.6% | -1.1% | -1.3% |
| 30D | -3.7% | -12.5% | +8.8% | +12.6% |
| 3M | -13.8% | -7.7% | -6.1% | -6.1% |
| 6M | +20.3% | -0.2% | +20.5% | +15.3% |
| YTD | -20.8% | +19.3% | -40.1% | -41.2% |
| 1Y | -9.2% | +18.2% | -27.4% | -31.8% |
| 3Y | -21.8% | +109.6% | -131.4% | -75.0% |
| 5Y | -77.4% | +105.5% | -182.9% | -92.5% |
| All | -81.2% | +145.5% | -226.7% | -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