+21.6%
PATH vs VTI
+1.9%
+19.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.4% | +0.7% | +1.3% |
| 7D | -5.6% | -4.7% | -0.9% | -0.3% |
| 30D | -0.7% | -5.8% | +5.1% | +6.3% |
| 3M | -5.9% | -4.8% | -1.1% | 0.0% |
| 6M | +21.6% | +1.5% | +20.1% | +31.7% |
| All | +21.6% | +1.9% | +19.7% | +31.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling