-75.2%
PATH vs VTI
+64.1%
-139.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +2.1% |
| 7D | +2.1% | +2.5% | -0.5% | -2.8% |
| 30D | +1.6% | -1.5% | +3.1% | +4.2% |
| 3M | -20.4% | -3.2% | -17.3% | -15.6% |
| 6M | +40.1% | +2.3% | +37.8% | +33.6% |
| YTD | -19.0% | +11.6% | -30.7% | -35.5% |
| 1Y | -5.8% | +13.8% | -19.6% | -27.7% |
| 3Y | -22.9% | +77.4% | -100.4% | -76.3% |
| All | -75.2% | +64.1% | -139.3% | -90.5% |
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