-6.1%
PATH vs VST
+372.0%
-378.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.5% | -20.2% | -17.2% |
| 7D | -16.3% | +8.9% | -25.2% | -17.6% |
| 30D | +9.9% | +6.2% | +3.7% | +8.6% |
| 3M | +30.2% | -2.7% | +32.9% | +29.3% |
| 6M | +37.2% | -8.4% | +45.6% | +36.9% |
| YTD | -7.3% | -7.2% | -0.1% | -8.5% |
| 1Y | +40.0% | -20.9% | +60.9% | +43.2% |
| All | -6.1% | +372.0% | -378.1% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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