-77.0%
PATH vs VTRS
+70.4%
-147.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.0% | -1.8% |
| 7D | -5.3% | +4.6% | -9.9% | -6.8% |
| 30D | -0.5% | +13.8% | -14.4% | -5.2% |
| 3M | -7.1% | +23.1% | -30.3% | -14.2% |
| 6M | +23.8% | +26.7% | -2.9% | +12.4% |
| YTD | -20.7% | +63.7% | -84.4% | -36.1% |
| 1Y | -8.1% | +103.9% | -112.0% | -32.8% |
| 3Y | -21.8% | +145.2% | -167.0% | -50.0% |
| All | -77.0% | +70.4% | -147.4% | -83.9% |
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