-81.2%
PATH vs VTRS
+91.0%
-172.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.0% | -1.7% |
| 7D | -5.3% | +4.6% | -9.9% | -6.8% |
| 30D | -0.5% | +13.8% | -14.4% | -5.0% |
| 3M | -7.1% | +23.1% | -30.3% | -13.8% |
| 6M | +23.8% | +26.7% | -2.9% | +12.9% |
| YTD | -20.7% | +63.7% | -84.4% | -35.3% |
| 1Y | -8.1% | +103.9% | -112.0% | -31.5% |
| 3Y | -21.8% | +145.2% | -167.0% | -48.3% |
| 5Y | -76.8% | +79.0% | -155.8% | -84.2% |
| All | -81.2% | +91.0% | -172.2% | -86.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling