-78.0%
PATH vs VGT
+165.6%
-243.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.3% | -17.0% | -17.0% |
| 7D | -16.3% | +1.0% | -17.3% | -17.4% |
| 30D | +9.9% | +1.3% | +8.6% | +8.3% |
| 3M | +30.2% | -1.1% | +31.3% | +29.4% |
| 6M | +37.2% | +32.6% | +4.6% | -9.4% |
| YTD | -7.3% | +29.0% | -36.3% | -36.6% |
| 1Y | +40.0% | +39.7% | +0.3% | -13.5% |
| 3Y | -4.4% | +120.9% | -125.3% | -70.7% |
| 5Y | -76.0% | +133.6% | -209.6% | -93.0% |
| All | -78.0% | +165.6% | -243.6% | -94.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling