+37.2%
PATH vs VNQ
+2.9%
+34.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.7% | -16.0% | -16.7% |
| 7D | -16.3% | -1.3% | -15.1% | -16.6% |
| 30D | +9.9% | -2.9% | +12.8% | +9.0% |
| 3M | +30.2% | +0.8% | +29.4% | +32.8% |
| 6M | +37.2% | +2.5% | +34.7% | +43.4% |
| All | +37.2% | +2.9% | +34.3% | +43.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling