-8.6%
PATH vs VLO
+107.6%
-116.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.1% | -0.5% |
| 7D | -2.7% | -6.5% | +3.8% | -2.0% |
| 30D | -3.7% | -17.8% | +14.0% | -1.6% |
| 3M | -13.8% | +19.6% | -33.3% | -17.9% |
| 6M | +20.3% | +49.3% | -29.0% | +9.7% |
| YTD | -20.8% | +122.4% | -143.2% | -31.6% |
| All | -8.6% | +107.6% | -116.1% | -18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling