-78.0%
PATH vs VNQ
+20.5%
-98.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.7% | -16.0% | -15.9% |
| 7D | -16.3% | -1.3% | -15.1% | -15.0% |
| 30D | +9.9% | -2.9% | +12.8% | +13.6% |
| 3M | +30.2% | +0.8% | +29.4% | +28.6% |
| 6M | +37.2% | +2.5% | +34.7% | +31.4% |
| YTD | -7.3% | +10.6% | -18.0% | -19.5% |
| 1Y | +40.0% | +9.1% | +30.9% | +23.4% |
| 3Y | -4.4% | +31.0% | -35.4% | -34.4% |
| 5Y | -76.0% | +4.9% | -80.9% | -78.3% |
| All | -78.0% | +20.5% | -98.5% | -80.4% |
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 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