-18.8%
PATH vs VLTO
+69.4%
-88.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.3% | +2.6% |
| 7D | -4.8% | +13.8% | -18.6% | -11.2% |
| 30D | +2.7% | +21.2% | -18.5% | -7.5% |
| 3M | -4.2% | +21.5% | -25.7% | -13.6% |
| 6M | +24.7% | +33.0% | -8.2% | +7.3% |
| YTD | -17.6% | +17.8% | -35.4% | -24.8% |
| 1Y | -5.3% | +18.1% | -23.4% | -13.9% |
| All | -18.8% | +69.4% | -88.1% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 3y: compounded portfolio wealth divided by compounded VLTO 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…
3y analysis · Full analysis span regression · 6 months rolling