-23.9%
PATH vs VNQ
+44.6%
-68.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | +0.7% | +0.2% | +0.5% | +0.5% |
| 30D | -1.1% | +5.8% | -6.9% | -5.4% |
| 3M | -14.2% | 0.0% | -14.1% | -14.1% |
| 6M | +30.9% | +1.5% | +29.4% | +28.9% |
| YTD | -20.1% | +12.1% | -32.2% | -29.1% |
| 1Y | -8.1% | +10.6% | -18.7% | -17.4% |
| All | -23.9% | +44.6% | -68.5% | -57.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling