-81.1%
PATH vs VUG
+85.4%
-166.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.5% | +1.8% | +4.5% |
| 7D | -5.6% | -7.1% | +1.6% | +5.1% |
| 30D | -0.7% | -12.1% | +11.4% | +19.9% |
| 3M | -5.9% | -8.1% | +2.3% | +6.6% |
| 6M | +21.6% | -3.2% | +24.8% | +26.2% |
| YTD | -20.6% | +0.5% | -21.1% | -22.7% |
| 1Y | -10.6% | -0.7% | -9.9% | -11.4% |
| 3Y | -24.9% | +77.1% | -102.0% | -71.8% |
| 5Y | -76.8% | +56.2% | -133.0% | -89.1% |
| All | -81.1% | +85.4% | -166.5% | -92.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling