-77.0%
PATH vs VTR
+95.0%
-172.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -5.3% | +4.7% | -10.0% | -7.0% |
| 30D | -0.5% | +10.9% | -11.4% | -4.8% |
| 3M | -7.1% | -3.2% | -3.9% | -6.1% |
| 6M | +23.8% | +3.7% | +20.1% | +20.7% |
| YTD | -20.7% | +16.8% | -37.5% | -27.7% |
| 1Y | -8.1% | +21.3% | -29.4% | -17.9% |
| 3Y | -21.8% | +119.0% | -140.9% | -52.6% |
| All | -77.0% | +95.0% | -172.0% | -85.4% |
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 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