+18.7%
PATH vs VWO
+20.2%
-1.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.3% | -7.4% | -7.6% |
| 7D | -22.8% | +0.9% | -23.7% | -23.1% |
| 30D | -6.9% | +1.3% | -8.2% | -7.4% |
| 3M | +25.4% | +5.1% | +20.3% | +22.8% |
| 6M | +18.1% | +12.5% | +5.6% | +11.4% |
| YTD | -14.5% | +14.0% | -28.6% | -23.9% |
| 1Y | +18.7% | +19.7% | -1.0% | -3.5% |
| All | +18.7% | +20.2% | -1.4% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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