-81.1%
PATH vs VTI
+82.0%
-163.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.4% | +0.7% | +4.3% |
| 7D | -5.6% | -4.7% | -0.9% | +2.9% |
| 30D | -0.7% | -5.8% | +5.1% | +10.6% |
| 3M | -5.9% | -4.8% | -1.1% | +3.2% |
| 6M | +21.6% | +1.5% | +20.1% | +17.5% |
| YTD | -20.6% | +8.5% | -29.1% | -32.9% |
| 1Y | -10.6% | +9.4% | -20.0% | -25.6% |
| 3Y | -24.9% | +73.9% | -98.8% | -75.0% |
| 5Y | -76.8% | +59.5% | -136.3% | -90.5% |
| All | -81.1% | +82.0% | -163.2% | -93.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling