-80.4%
PATH vs VSH
+13.7%
-94.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.1% | +8.0% | +4.5% |
| 7D | -4.8% | -13.6% | +8.8% | -0.7% |
| 30D | +2.7% | -30.4% | +33.0% | +13.9% |
| 3M | -4.2% | -33.3% | +29.1% | +6.0% |
| 6M | +24.7% | -15.1% | +39.8% | +12.2% |
| YTD | -17.6% | +80.2% | -97.8% | -52.3% |
| 1Y | -5.3% | +63.4% | -68.7% | -42.2% |
| 3Y | -22.0% | +16.2% | -38.2% | -43.3% |
| 5Y | -76.5% | +42.1% | -118.6% | -86.1% |
| All | -80.4% | +13.7% | -94.1% | -87.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling