-21.8%
PATH vs VTI
+74.2%
-96.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.7% |
| 7D | -5.3% | -2.6% | -2.7% | -1.6% |
| 30D | -0.5% | -5.0% | +4.5% | +7.5% |
| 3M | -7.1% | -4.3% | -2.9% | -0.5% |
| 6M | +23.8% | +0.6% | +23.2% | +22.7% |
| YTD | -20.7% | +8.9% | -29.6% | -31.1% |
| 1Y | -8.1% | +11.1% | -19.2% | -22.8% |
| 3Y | -21.8% | +74.5% | -96.3% | -78.9% |
| All | -21.8% | +74.2% | -96.1% | -78.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling