-81.2%
PATH vs VNQ
+21.2%
-102.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.5% |
| 7D | -5.3% | +1.9% | -7.2% | -7.3% |
| 30D | -0.5% | +7.9% | -8.5% | -8.8% |
| 3M | -7.1% | -1.5% | -5.6% | -5.8% |
| 6M | +23.8% | +0.3% | +23.5% | +22.2% |
| YTD | -20.7% | +11.3% | -31.9% | -31.7% |
| 1Y | -8.1% | +11.8% | -19.9% | -21.3% |
| 3Y | -21.8% | +40.8% | -62.7% | -51.4% |
| 5Y | -76.8% | +5.7% | -82.6% | -79.3% |
| All | -81.2% | +21.2% | -102.4% | -83.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling