-75.2%
PATH vs VTV
+77.3%
-152.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.0% |
| 7D | +2.1% | +2.9% | -0.8% | -2.7% |
| 30D | +1.6% | +3.8% | -2.2% | -4.5% |
| 3M | -20.4% | +1.6% | -22.0% | -22.5% |
| 6M | +40.1% | +11.2% | +28.9% | +16.8% |
| YTD | -19.0% | +22.0% | -41.0% | -43.6% |
| 1Y | -5.8% | +24.9% | -30.7% | -37.1% |
| 3Y | -22.9% | +78.5% | -101.4% | -73.8% |
| All | -75.2% | +77.3% | -152.5% | -90.8% |
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