-8.1%
PATH vs VGT
+12.1%
-20.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.8% |
| 7D | -5.3% | -7.2% | +1.9% | -1.5% |
| 30D | -0.5% | -16.1% | +15.6% | +9.2% |
| 3M | -7.1% | -9.2% | +2.0% | -2.4% |
| 6M | +23.8% | -0.7% | +24.5% | +22.6% |
| YTD | -20.7% | +15.6% | -36.2% | -29.0% |
| 1Y | -8.1% | +14.4% | -22.4% | -16.2% |
| All | -8.1% | +12.1% | -20.1% | -16.2% |
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