-81.0%
PATH vs VTR
+95.2%
-176.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | -2.7% | +1.4% | -4.1% | -3.2% |
| 30D | -1.4% | +8.2% | -9.6% | -4.4% |
| 3M | -16.4% | +4.6% | -21.0% | -17.9% |
| 6M | +23.3% | +4.3% | +18.9% | +20.2% |
| YTD | -19.8% | +19.0% | -38.8% | -26.9% |
| 1Y | -8.6% | +21.6% | -30.2% | -17.5% |
| 3Y | -24.0% | +132.2% | -156.2% | -53.1% |
| 5Y | -77.1% | +94.4% | -171.5% | -85.1% |
| All | -81.0% | +95.2% | -176.2% | -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