-21.8%
PATH vs VOO
+75.0%
-96.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.4% | +0.7% | +2.9% |
| 7D | -5.6% | -4.7% | -0.9% | +1.4% |
| 30D | -0.7% | -5.9% | +5.2% | +8.8% |
| 3M | -5.9% | -4.5% | -1.4% | +1.1% |
| 6M | +21.6% | +1.9% | +19.7% | +18.0% |
| YTD | -20.6% | +8.4% | -29.0% | -30.5% |
| 1Y | -10.6% | +9.5% | -20.0% | -23.0% |
| All | -21.8% | +75.0% | -96.7% | -77.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling