-81.1%
PATH vs VTR
+92.2%
-173.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.6% |
| 7D | -5.6% | +6.4% | -12.0% | -7.7% |
| 30D | -0.7% | +8.8% | -9.5% | -3.9% |
| 3M | -5.9% | -3.2% | -2.7% | -4.9% |
| 6M | +21.6% | +3.8% | +17.8% | +18.7% |
| YTD | -20.6% | +17.2% | -37.8% | -27.2% |
| 1Y | -10.6% | +21.7% | -32.3% | -19.5% |
| 3Y | -24.9% | +120.8% | -145.6% | -52.4% |
| 5Y | -76.8% | +94.6% | -171.4% | -84.8% |
| All | -81.1% | +92.2% | -173.4% | -87.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling