-16.0%
PATH vs VTRS
+89.0%
-105.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.4% | -16.3% | -16.5% |
| 7D | -16.3% | +3.3% | -19.6% | -17.1% |
| 30D | +9.9% | -3.6% | +13.6% | +10.9% |
| 3M | +30.2% | +7.0% | +23.2% | +27.4% |
| 6M | +37.2% | +17.5% | +19.8% | +29.3% |
| YTD | -7.3% | +38.8% | -46.1% | -18.9% |
| 1Y | +40.0% | +69.2% | -29.2% | +12.7% |
| All | -16.0% | +89.0% | -105.0% | -46.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling