-79.7%
PATH vs VTRS
+59.4%
-139.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -1.6% | -6.2% | -7.2% |
| 7D | -22.8% | -0.1% | -22.6% | -22.7% |
| 30D | -6.9% | +1.9% | -8.8% | -7.5% |
| 3M | +25.4% | +5.1% | +20.4% | +23.0% |
| 6M | +18.1% | +20.1% | -1.9% | +9.5% |
| YTD | -14.5% | +36.6% | -51.1% | -25.5% |
| 1Y | +18.7% | +64.1% | -45.4% | -4.3% |
| 3Y | -24.2% | +86.4% | -110.5% | -44.3% |
| 5Y | -75.2% | +40.9% | -116.1% | -82.0% |
| All | -79.7% | +59.4% | -139.1% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 10y: compounded portfolio wealth divided by compounded VTRS 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…
10y analysis · Full analysis span regression · 6 months rolling