-81.1%
PATH vs VLO
+521.2%
-602.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.9% | +0.2% | -2.9% |
| 7D | -5.6% | -8.7% | +3.1% | -3.8% |
| 30D | -0.7% | -16.2% | +15.5% | +2.8% |
| 3M | -5.9% | +16.2% | -22.0% | -10.0% |
| 6M | +21.6% | +39.8% | -18.2% | +11.0% |
| YTD | -20.6% | +119.0% | -139.6% | -35.2% |
| 1Y | -10.6% | +110.8% | -121.4% | -26.4% |
| 3Y | -24.9% | +201.7% | -226.6% | -43.4% |
| 5Y | -76.8% | +426.2% | -503.0% | -83.7% |
| All | -81.1% | +521.2% | -602.4% | -85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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