-75.2%
PATH vs VTRS
+81.4%
-156.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.0% |
| 7D | +2.1% | +4.6% | -2.5% | +0.5% |
| 30D | +1.6% | +19.4% | -17.8% | -4.8% |
| 3M | -20.4% | +30.8% | -51.2% | -28.0% |
| 6M | +40.1% | +21.6% | +18.5% | +29.5% |
| YTD | -19.0% | +71.2% | -90.2% | -35.7% |
| 1Y | -5.8% | +97.6% | -103.4% | -29.7% |
| 3Y | -22.9% | +163.9% | -186.8% | -52.1% |
| All | -75.2% | +81.4% | -156.7% | -84.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling