-77.0%
PATH vs VTI
+59.5%
-136.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.8% |
| 7D | -5.3% | -2.6% | -2.7% | -0.7% |
| 30D | -0.5% | -5.0% | +4.5% | +9.3% |
| 3M | -7.1% | -4.3% | -2.9% | +0.9% |
| 6M | +23.8% | +0.6% | +23.2% | +21.9% |
| YTD | -20.7% | +8.9% | -29.6% | -33.7% |
| 1Y | -8.1% | +11.1% | -19.2% | -26.2% |
| 3Y | -21.8% | +74.5% | -96.3% | -75.1% |
| All | -77.0% | +59.5% | -136.5% | -90.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling