-75.2%
PATH vs VWO
+25.3%
-100.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +2.1% | +2.0% | +0.1% | -0.7% |
| 30D | +1.6% | -4.3% | +5.9% | +7.6% |
| 3M | -20.4% | -6.4% | -14.1% | -13.6% |
| 6M | +40.1% | -5.6% | +45.8% | +48.7% |
| YTD | -19.0% | +5.2% | -24.2% | -29.5% |
| 1Y | -5.8% | +5.2% | -11.0% | -17.8% |
| 3Y | -22.9% | +55.5% | -78.5% | -67.1% |
| All | -75.2% | +25.3% | -100.5% | -84.5% |
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 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