-21.8%
PATH vs VTRS
+144.1%
-166.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.0% | -1.3% |
| 7D | -5.3% | +4.6% | -9.9% | -6.4% |
| 30D | -0.5% | +13.8% | -14.4% | -3.9% |
| 3M | -7.1% | +23.1% | -30.3% | -12.3% |
| 6M | +23.8% | +26.7% | -2.9% | +15.4% |
| YTD | -20.7% | +63.7% | -84.4% | -32.9% |
| 1Y | -8.1% | +103.9% | -112.0% | -28.5% |
| 3Y | -21.8% | +145.2% | -167.0% | -54.0% |
| All | -21.8% | +144.1% | -166.0% | -54.0% |
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 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