-76.8%
PATH vs VST
+515.1%
-591.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.2% | +2.5% | -2.4% |
| 7D | -5.6% | -19.9% | +14.3% | -1.5% |
| 30D | -0.7% | -29.7% | +29.0% | +6.2% |
| 3M | -5.9% | -19.6% | +13.7% | -2.9% |
| 6M | +21.6% | -29.4% | +51.0% | +27.4% |
| YTD | -20.6% | -29.7% | +9.1% | -18.1% |
| 1Y | -10.6% | -40.0% | +29.5% | -3.7% |
| 3Y | -24.9% | +231.0% | -255.9% | -64.5% |
| 5Y | -76.8% | +500.1% | -576.9% | -91.1% |
| All | -76.8% | +515.1% | -591.9% | -91.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling