+40.0%
PATH vs VT
+23.3%
+16.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | 0.0% | -16.6% | -16.6% |
| 7D | -16.3% | +0.4% | -16.8% | -16.6% |
| 30D | +9.9% | +1.0% | +8.9% | +9.2% |
| 3M | +30.2% | +2.4% | +27.8% | +28.4% |
| 6M | +37.2% | +12.0% | +25.2% | +26.1% |
| YTD | -7.3% | +15.3% | -22.7% | -20.9% |
| 1Y | +40.0% | +22.6% | +17.4% | +0.1% |
| All | +40.0% | +23.3% | +16.7% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling