-78.0%
PATH vs VTEB
+2.9%
-80.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | 0.0% | -16.7% | -16.7% |
| 7D | -16.3% | -0.8% | -15.5% | -14.6% |
| 30D | +9.9% | -1.3% | +11.3% | +13.9% |
| 3M | +30.2% | -2.1% | +32.3% | +37.9% |
| 6M | +37.2% | -1.7% | +38.9% | +43.8% |
| YTD | -7.3% | -0.6% | -6.7% | -5.6% |
| 1Y | +40.0% | +3.1% | +36.9% | +30.2% |
| 3Y | -4.4% | +9.2% | -13.6% | -26.6% |
| 5Y | -76.0% | +2.2% | -78.2% | -82.8% |
| All | -78.0% | +2.9% | -80.8% | -85.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling