-75.7%
PATH vs VWO
+35.1%
-110.8%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.7% | -17.4% | -17.7% |
| 7D | -16.3% | +1.1% | -17.4% | -17.8% |
| 30D | +9.9% | +2.4% | +7.5% | +6.2% |
| 3M | +30.2% | +2.0% | +28.2% | +25.3% |
| 6M | +37.2% | +10.7% | +26.5% | +14.3% |
| YTD | -7.3% | +14.4% | -21.7% | -27.7% |
| 1Y | +40.0% | +22.7% | +17.3% | -2.4% |
| 3Y | -4.4% | +64.2% | -68.6% | -61.1% |
| All | -75.7% | +35.1% | -110.8% | -84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling