-5.8%
PATH vs VTR
+18.3%
-24.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.1% |
| 7D | +2.1% | +0.2% | +1.9% | +2.1% |
| 30D | +1.6% | +5.5% | -3.9% | +3.2% |
| 3M | -20.4% | -0.9% | -19.5% | -20.5% |
| 6M | +40.1% | -0.4% | +40.5% | +41.4% |
| YTD | -19.0% | +17.0% | -36.1% | -11.8% |
| 1Y | -5.8% | +18.0% | -23.8% | +2.2% |
| All | -5.8% | +18.3% | -24.1% | +2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling