-81.2%
PATH vs VTRS
+96.6%
-177.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.9% | -3.1% | -1.1% |
| 7D | -2.7% | +9.7% | -12.4% | -5.8% |
| 30D | -3.7% | +16.2% | -19.9% | -8.7% |
| 3M | -13.8% | +25.6% | -39.4% | -20.5% |
| 6M | +20.3% | +21.1% | -0.8% | +11.6% |
| YTD | -20.8% | +68.5% | -89.3% | -36.0% |
| 1Y | -9.2% | +109.6% | -118.9% | -33.0% |
| 3Y | -21.8% | +156.5% | -178.3% | -49.1% |
| 5Y | -77.4% | +73.5% | -151.0% | -84.7% |
| All | -81.2% | +96.6% | -177.8% | -86.3% |
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