-8.1%
PATH vs VOO
+9.9%
-18.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.4% |
| 7D | -5.3% | -2.7% | -2.6% | -2.7% |
| 30D | -0.5% | -5.4% | +4.8% | +5.0% |
| 3M | -7.1% | -4.1% | -3.1% | -3.0% |
| 6M | +23.8% | +0.7% | +23.1% | +25.1% |
| YTD | -20.7% | +8.7% | -29.4% | -23.9% |
| 1Y | -8.1% | +11.0% | -19.0% | -13.8% |
| All | -8.1% | +9.9% | -18.0% | -13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling