-21.8%
PATH vs VNQ
+39.1%
-60.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | -5.3% | +1.9% | -7.2% | -6.7% |
| 30D | -0.5% | +7.9% | -8.5% | -6.4% |
| 3M | -7.1% | -1.5% | -5.6% | -6.1% |
| 6M | +23.8% | +0.3% | +23.5% | +23.1% |
| YTD | -20.7% | +11.3% | -31.9% | -29.2% |
| 1Y | -8.1% | +11.8% | -19.9% | -18.4% |
| 3Y | -21.8% | +40.8% | -62.7% | -52.7% |
| All | -21.8% | +39.1% | -60.9% | -52.7% |
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 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