-76.8%
PATH vs VGT
+96.7%
-173.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.3% | +3.6% | +5.4% |
| 7D | -5.6% | -12.4% | +6.8% | +10.6% |
| 30D | -0.7% | -17.5% | +16.8% | +25.3% |
| 3M | -5.9% | -10.5% | +4.6% | +6.8% |
| 6M | +21.6% | +0.5% | +21.1% | +14.6% |
| YTD | -20.6% | +14.0% | -34.6% | -37.8% |
| 1Y | -10.6% | +10.6% | -21.2% | -26.9% |
| 3Y | -24.9% | +103.4% | -128.3% | -75.8% |
| 5Y | -76.8% | +97.4% | -174.2% | -92.2% |
| All | -76.8% | +96.7% | -173.5% | -92.2% |
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 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