-18.8%
PATH vs VST
+251.1%
-269.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -13.8% | +16.7% | +4.8% |
| 7D | -4.8% | -15.7% | +10.9% | -2.7% |
| 30D | +2.7% | -17.0% | +19.6% | +4.8% |
| 3M | -4.2% | -15.9% | +11.7% | -2.7% |
| 6M | +24.7% | -25.0% | +49.7% | +27.7% |
| YTD | -17.6% | -25.1% | +7.5% | -16.6% |
| 1Y | -5.3% | -34.9% | +29.5% | -1.4% |
| All | -18.8% | +251.1% | -269.8% | -49.3% |
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