-21.8%
PATH vs VSH
+1.1%
-22.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -14.8% | +11.1% | -1.1% |
| 7D | -5.6% | -25.2% | +19.6% | -1.0% |
| 30D | -0.7% | -41.8% | +41.1% | +8.5% |
| 3M | -5.9% | -33.4% | +27.6% | -0.5% |
| 6M | +21.6% | -31.0% | +52.6% | +17.8% |
| YTD | -20.6% | +53.6% | -74.2% | -44.5% |
| 1Y | -10.6% | +46.3% | -56.9% | -36.3% |
| All | -21.8% | +1.1% | -22.8% | -32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling