-80.4%
PATH vs VOO
+101.2%
-181.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.6% | +1.3% | -0.1% |
| 7D | -4.8% | -0.7% | -4.1% | -3.6% |
| 30D | +2.7% | -1.1% | +3.7% | +4.7% |
| 3M | -4.2% | -0.3% | -3.8% | -3.3% |
| 6M | +24.7% | +7.4% | +17.4% | +9.2% |
| YTD | -17.6% | +13.4% | -30.9% | -35.3% |
| 1Y | -5.3% | +14.8% | -20.1% | -27.4% |
| 3Y | -22.0% | +83.3% | -105.3% | -75.8% |
| 5Y | -76.5% | +76.1% | -152.6% | -91.9% |
| All | -80.4% | +101.2% | -181.6% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling