-81.0%
PATH vs VTR
+93.6%
-174.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | 0.0% |
| 7D | +0.7% | +0.7% | 0.0% | +0.4% |
| 30D | -1.1% | +6.9% | -8.0% | -3.7% |
| 3M | -14.2% | +1.3% | -15.5% | -14.6% |
| 6M | +30.9% | +2.5% | +28.4% | +28.6% |
| YTD | -20.1% | +18.0% | -38.1% | -26.9% |
| 1Y | -8.1% | +19.5% | -27.5% | -16.5% |
| 3Y | -24.3% | +130.2% | -154.5% | -53.1% |
| 5Y | -75.6% | +93.8% | -169.4% | -84.0% |
| All | -81.0% | +93.6% | -174.6% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 10y: compounded portfolio wealth divided by compounded VTR 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…
10y analysis · Full analysis span regression · 6 months rolling