+40.0%
PATH vs VIG
+16.9%
+23.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.5% | -16.2% | -16.1% |
| 7D | -16.3% | -0.4% | -15.9% | -15.9% |
| 30D | +9.9% | -1.0% | +10.9% | +11.1% |
| 3M | +30.2% | +2.8% | +27.4% | +27.4% |
| 6M | +37.2% | +8.2% | +29.0% | +29.4% |
| YTD | -7.3% | +11.0% | -18.3% | -16.5% |
| 1Y | +40.0% | +16.1% | +23.9% | +15.4% |
| All | +40.0% | +16.9% | +23.1% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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