-81.4%
PATH vs VTV
+93.4%
-174.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.4% |
| 7D | -2.3% | 0.0% | -2.3% | -2.4% |
| 30D | -4.8% | +3.2% | -8.0% | -9.4% |
| 3M | -17.7% | +1.7% | -19.4% | -19.8% |
| 6M | +18.9% | +11.0% | +7.9% | +0.6% |
| YTD | -21.7% | +21.0% | -42.7% | -43.2% |
| 1Y | -9.6% | +24.3% | -33.9% | -37.3% |
| 3Y | -25.8% | +76.9% | -102.8% | -71.6% |
| 5Y | -77.1% | +76.9% | -154.0% | -90.7% |
| All | -81.4% | +93.4% | -174.8% | -91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling