-79.7%
PATH vs VTEB
+2.8%
-82.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | 0.0% | -7.7% | -7.7% |
| 7D | -22.8% | -0.2% | -22.5% | -22.3% |
| 30D | -6.9% | -1.6% | -5.3% | -2.9% |
| 3M | +25.4% | -2.0% | +27.4% | +32.4% |
| 6M | +18.1% | -1.7% | +19.8% | +23.8% |
| YTD | -14.5% | -0.6% | -13.9% | -12.8% |
| 1Y | +18.7% | +1.8% | +16.9% | +13.7% |
| 3Y | -24.2% | +9.6% | -33.8% | -42.3% |
| 5Y | -75.2% | +2.1% | -77.2% | -82.4% |
| All | -79.7% | +2.8% | -82.5% | -86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling