-77.4%
PATH vs VTR
+101.5%
-178.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.5% |
| 7D | -2.7% | +3.2% | -5.9% | -3.9% |
| 30D | -3.7% | +9.1% | -12.8% | -7.2% |
| 3M | -13.8% | -3.6% | -10.2% | -12.7% |
| 6M | +20.3% | +3.8% | +16.5% | +17.3% |
| YTD | -20.8% | +17.8% | -38.6% | -28.1% |
| 1Y | -9.2% | +20.5% | -29.8% | -18.6% |
| 3Y | -21.8% | +132.4% | -154.2% | -54.2% |
| 5Y | -77.4% | +99.9% | -177.3% | -85.6% |
| All | -77.4% | +101.5% | -178.9% | -85.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling