-18.8%
PATH vs VO
+66.2%
-85.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +1.5% |
| 7D | -4.8% | +1.0% | -5.8% | -6.3% |
| 30D | +2.7% | +2.6% | 0.0% | -1.5% |
| 3M | -4.2% | -0.3% | -3.9% | -3.6% |
| 6M | +24.7% | +7.6% | +17.2% | +10.9% |
| YTD | -17.6% | +14.7% | -32.3% | -34.8% |
| 1Y | -5.3% | +16.4% | -21.8% | -27.0% |
| All | -18.8% | +66.2% | -85.0% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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