-81.2%
PATH vs VWO
+24.7%
-105.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -2.7% |
| 7D | -5.3% | -0.4% | -4.9% | -4.9% |
| 30D | -0.5% | -7.6% | +7.1% | +10.5% |
| 3M | -7.1% | -7.6% | +0.5% | +2.7% |
| 6M | +23.8% | -8.7% | +32.5% | +37.5% |
| YTD | -20.7% | +3.2% | -23.8% | -28.7% |
| 1Y | -8.1% | +3.6% | -11.7% | -17.8% |
| 3Y | -21.8% | +51.8% | -73.6% | -64.0% |
| 5Y | -76.8% | +26.0% | -102.9% | -84.8% |
| All | -81.2% | +24.7% | -105.9% | -87.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling