-81.2%
PATH vs VIG
+77.1%
-158.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.6% |
| 7D | -5.3% | -1.8% | -3.5% | -2.3% |
| 30D | -0.5% | +2.7% | -3.2% | -5.3% |
| 3M | -7.1% | 0.0% | -7.1% | -7.1% |
| 6M | +23.8% | +6.8% | +17.1% | +9.9% |
| YTD | -20.7% | +12.1% | -32.7% | -36.2% |
| 1Y | -8.1% | +14.8% | -22.9% | -29.4% |
| 3Y | -21.8% | +62.4% | -84.2% | -68.6% |
| 5Y | -76.8% | +59.6% | -136.4% | -90.5% |
| All | -81.2% | +77.1% | -158.3% | -92.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling