-8.1%
PATH vs VNQ
+11.4%
-19.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | -5.3% | +1.9% | -7.2% | -5.2% |
| 30D | -0.5% | +7.9% | -8.5% | -0.1% |
| 3M | -7.1% | -1.5% | -5.6% | -7.6% |
| 6M | +23.8% | +0.3% | +23.5% | +25.0% |
| YTD | -20.7% | +11.3% | -31.9% | -21.7% |
| 1Y | -8.1% | +11.8% | -19.9% | -9.7% |
| All | -8.1% | +11.4% | -19.5% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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