-21.8%
PATH vs VLTO
+68.7%
-90.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.5% |
| 7D | -5.6% | +12.0% | -17.6% | -11.1% |
| 30D | -0.7% | +20.8% | -21.5% | -10.3% |
| 3M | -5.9% | +20.1% | -26.0% | -14.6% |
| 6M | +21.6% | +32.6% | -11.0% | +4.7% |
| YTD | -20.6% | +17.3% | -37.9% | -27.5% |
| 1Y | -10.6% | +17.3% | -27.9% | -18.4% |
| All | -21.8% | +68.7% | -90.5% | -37.3% |
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