-75.7%
PATH vs VTV
+80.3%
-156.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.2% | -16.4% | -16.2% |
| 7D | -16.3% | +0.5% | -16.8% | -16.9% |
| 30D | +9.9% | +1.1% | +8.8% | +8.0% |
| 3M | +30.2% | +5.9% | +24.3% | +18.2% |
| 6M | +37.2% | +11.6% | +25.6% | +12.7% |
| YTD | -7.3% | +19.8% | -27.1% | -33.1% |
| 1Y | +40.0% | +26.2% | +13.8% | -7.9% |
| 3Y | -4.4% | +68.5% | -72.9% | -63.1% |
| All | -75.7% | +80.3% | -156.0% | -91.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling