-77.0%
PATH vs VGT
+99.2%
-176.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -1.8% |
| 7D | -5.3% | -7.2% | +1.9% | +3.4% |
| 30D | -0.5% | -16.1% | +15.6% | +22.8% |
| 3M | -7.1% | -9.2% | +2.0% | +3.4% |
| 6M | +23.8% | -0.7% | +24.5% | +19.0% |
| YTD | -20.7% | +15.6% | -36.2% | -38.9% |
| 1Y | -8.1% | +14.4% | -22.4% | -28.2% |
| 3Y | -21.8% | +105.2% | -127.1% | -75.1% |
| All | -77.0% | +99.2% | -176.2% | -92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling