-8.1%
PATH vs VUG
+0.3%
-8.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.9% |
| 7D | -5.3% | -3.4% | -1.9% | -2.5% |
| 30D | -0.5% | -11.1% | +10.6% | +10.2% |
| 3M | -7.1% | -7.2% | +0.1% | -0.8% |
| 6M | +23.8% | -4.1% | +27.9% | +29.7% |
| YTD | -20.7% | +1.4% | -22.1% | -17.4% |
| 1Y | -8.1% | +1.9% | -10.0% | -4.2% |
| All | -8.1% | +0.3% | -8.4% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling