-81.2%
PATH vs VTV
+93.2%
-174.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.1% | -3.1% |
| 7D | -2.7% | -0.5% | -2.2% | -2.0% |
| 30D | -3.7% | +3.1% | -6.8% | -8.2% |
| 3M | -13.8% | +1.8% | -15.6% | -16.2% |
| 6M | +20.3% | +10.9% | +9.4% | +2.0% |
| YTD | -20.8% | +20.9% | -41.7% | -42.4% |
| 1Y | -9.2% | +24.6% | -33.9% | -37.3% |
| 3Y | -21.8% | +78.6% | -100.3% | -70.4% |
| 5Y | -77.4% | +76.4% | -153.8% | -90.8% |
| All | -81.2% | +93.2% | -174.3% | -91.7% |
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