-8.6%
PATH vs VTRS
+113.4%
-121.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +2.4% |
| 7D | -2.7% | +9.6% | -12.3% | -2.7% |
| 30D | -1.4% | +20.1% | -21.4% | -1.3% |
| 3M | -16.4% | +30.3% | -46.7% | -16.4% |
| 6M | +23.3% | +26.3% | -3.1% | +23.2% |
| YTD | -19.8% | +73.1% | -93.0% | -21.3% |
| 1Y | -8.6% | +94.7% | -103.3% | -13.5% |
| All | -8.6% | +113.4% | -121.9% | -13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling