-8.6%
PATH vs VNQ
+12.2%
-20.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.2% |
| 7D | -2.7% | +2.4% | -5.1% | -2.6% |
| 30D | -3.7% | +7.3% | -11.0% | -3.4% |
| 3M | -13.8% | -0.3% | -13.5% | -14.3% |
| 6M | +20.3% | +2.5% | +17.8% | +21.6% |
| YTD | -20.8% | +13.1% | -33.9% | -21.6% |
| All | -8.6% | +12.2% | -20.8% | -8.7% |
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