-8.1%
PATH vs VGT
+16.6%
-24.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | 0.0% |
| 7D | +0.7% | +5.6% | -4.9% | -2.3% |
| 30D | -1.1% | -10.6% | +9.5% | +5.0% |
| 3M | -14.2% | -6.9% | -7.3% | -11.0% |
| 6M | +30.9% | +0.9% | +29.9% | +28.8% |
| YTD | -20.1% | +20.4% | -40.5% | -30.3% |
| 1Y | -8.1% | +17.4% | -25.4% | -16.3% |
| All | -8.1% | +16.6% | -24.7% | -16.3% |
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