+18.7%
PATH vs VTEB
+2.3%
+16.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -2.5% |
| 3M | +25.4% | -2.0% | +27.4% | +31.2% |
| 6M | +18.1% | -1.7% | +19.8% | +19.9% |
| YTD | -14.5% | -0.6% | -13.9% | -9.0% |
| 1Y | +18.7% | +1.8% | +16.9% | +33.4% |
| All | +18.7% | +2.3% | +16.4% | +33.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling