-6.1%
PATH vs VTR
+130.4%
-136.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.0% | -14.6% | -16.3% |
| 7D | -16.3% | -1.7% | -14.6% | -16.0% |
| 30D | +9.9% | -2.4% | +12.4% | +10.4% |
| 3M | +30.2% | +14.8% | +15.4% | +27.2% |
| 6M | +37.2% | +5.3% | +31.9% | +35.7% |
| YTD | -7.3% | +18.1% | -25.4% | -11.8% |
| 1Y | +40.0% | +36.7% | +3.3% | +26.2% |
| All | -6.1% | +130.4% | -136.5% | -39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling