-81.1%
PATH vs VGT
+134.7%
-215.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.3% | +3.6% | +5.4% |
| 7D | -5.6% | -12.4% | +6.8% | +10.5% |
| 30D | -0.7% | -17.5% | +16.8% | +25.1% |
| 3M | -5.9% | -10.5% | +4.6% | +6.7% |
| 6M | +21.6% | +0.5% | +21.1% | +14.8% |
| YTD | -20.6% | +14.0% | -34.6% | -37.6% |
| 1Y | -10.6% | +10.6% | -21.2% | -26.7% |
| 3Y | -24.9% | +103.4% | -128.3% | -75.2% |
| 5Y | -76.8% | +97.4% | -174.2% | -91.9% |
| All | -81.1% | +134.7% | -215.9% | -94.5% |
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