-80.8%
PATH vs VOO
+97.9%
-178.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +2.0% |
| 7D | +2.1% | +2.6% | -0.5% | -2.6% |
| 30D | +1.6% | -2.0% | +3.6% | +5.0% |
| 3M | -20.4% | -2.8% | -17.7% | -16.4% |
| 6M | +40.1% | +2.2% | +38.0% | +34.3% |
| YTD | -19.0% | +11.5% | -30.6% | -34.8% |
| 1Y | -5.8% | +13.5% | -19.3% | -26.5% |
| 3Y | -22.9% | +78.1% | -101.0% | -74.9% |
| 5Y | -75.3% | +73.1% | -148.4% | -91.2% |
| All | -80.8% | +97.9% | -178.7% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling