-77.0%
PATH vs VTEB
+3.9%
-80.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.6% |
| 7D | -5.3% | +1.0% | -6.4% | -7.9% |
| 30D | -0.5% | +4.9% | -5.5% | -12.5% |
| 3M | -7.1% | 0.0% | -7.1% | -7.0% |
| 6M | +23.8% | -0.3% | +24.1% | +25.2% |
| YTD | -20.7% | +0.7% | -21.4% | -21.9% |
| 1Y | -8.1% | +1.1% | -9.2% | -10.3% |
| 3Y | -21.8% | +12.7% | -34.5% | -46.1% |
| All | -77.0% | +3.9% | -80.8% | -83.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling