-81.4%
PATH vs VTI
+86.6%
-168.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.5% |
| 7D | -2.3% | -0.4% | -1.8% | -1.8% |
| 30D | -4.8% | -3.2% | -1.6% | +0.8% |
| 3M | -17.7% | -2.9% | -14.8% | -13.2% |
| 6M | +18.9% | +2.4% | +16.5% | +13.3% |
| YTD | -21.7% | +11.2% | -32.9% | -36.8% |
| 1Y | -9.6% | +11.6% | -21.2% | -27.5% |
| 3Y | -25.8% | +76.6% | -102.4% | -76.0% |
| 5Y | -77.1% | +65.3% | -142.4% | -91.1% |
| All | -81.4% | +86.6% | -168.0% | -93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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