-8.1%
PATH vs VSH
+58.3%
-66.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.7% | -5.8% | +0.2% |
| 7D | -5.3% | -12.9% | +7.6% | -5.8% |
| 30D | -0.5% | -36.9% | +36.3% | -2.8% |
| 3M | -7.1% | -28.8% | +21.6% | -8.3% |
| 6M | +23.8% | -30.3% | +54.1% | +23.5% |
| YTD | -20.7% | +62.4% | -83.0% | -29.6% |
| 1Y | -8.1% | +62.5% | -70.6% | -18.3% |
| All | -8.1% | +58.3% | -66.3% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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