-81.2%
PATH vs VGT
+137.9%
-219.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -1.7% |
| 7D | -5.3% | -7.2% | +1.9% | +3.4% |
| 30D | -0.5% | -16.1% | +15.6% | +22.6% |
| 3M | -7.1% | -9.2% | +2.0% | +3.3% |
| 6M | +23.8% | -0.7% | +24.5% | +19.1% |
| YTD | -20.7% | +15.6% | -36.2% | -38.7% |
| 1Y | -8.1% | +14.4% | -22.4% | -27.9% |
| 3Y | -21.8% | +105.2% | -127.1% | -74.4% |
| 5Y | -76.8% | +100.0% | -176.9% | -92.1% |
| All | -81.2% | +137.9% | -219.1% | -94.6% |
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