-23.9%
PATH vs VTEB
+10.9%
-34.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +1.4% |
| 7D | +0.7% | -0.7% | +1.4% | +2.2% |
| 30D | -1.1% | +2.7% | -3.8% | -6.6% |
| 3M | -14.2% | -1.2% | -12.9% | -12.2% |
| 6M | +30.9% | -1.0% | +31.8% | +33.5% |
| YTD | -20.1% | -0.2% | -19.9% | -19.6% |
| 1Y | -8.1% | +0.1% | -8.1% | -8.0% |
| All | -23.9% | +10.9% | -34.8% | -58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling