-5.8%
PATH vs VTRS
+96.7%
-102.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.3% |
| 7D | +2.1% | +4.6% | -2.5% | +2.1% |
| 30D | +1.6% | +19.4% | -17.8% | +1.7% |
| 3M | -20.4% | +30.8% | -51.2% | -20.4% |
| 6M | +40.1% | +21.6% | +18.5% | +40.2% |
| YTD | -19.0% | +71.2% | -90.2% | -19.9% |
| 1Y | -5.8% | +97.6% | -103.4% | -9.8% |
| All | -5.8% | +96.7% | -102.5% | -9.8% |
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