-21.8%
PATH vs VTV
+71.9%
-93.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.4% |
| 7D | -5.3% | -2.2% | -3.1% | -2.5% |
| 30D | -0.5% | +2.2% | -2.7% | -3.3% |
| 3M | -7.1% | +0.3% | -7.4% | -7.4% |
| 6M | +23.8% | +8.3% | +15.5% | +10.8% |
| YTD | -20.7% | +18.5% | -39.2% | -38.9% |
| 1Y | -8.1% | +23.0% | -31.1% | -33.4% |
| 3Y | -21.8% | +72.6% | -94.5% | -78.0% |
| All | -21.8% | +71.9% | -93.7% | -78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling