-80.4%
PATH vs VXUS
+55.1%
-135.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.0% | +0.9% | 0.0% |
| 7D | -4.8% | +0.2% | -4.9% | -5.0% |
| 30D | +2.7% | -2.3% | +5.0% | +6.2% |
| 3M | -4.2% | -2.8% | -1.4% | -0.6% |
| 6M | +24.7% | +2.6% | +22.1% | +16.3% |
| YTD | -17.6% | +12.0% | -29.6% | -36.0% |
| 1Y | -5.3% | +16.5% | -21.8% | -31.6% |
| 3Y | -22.0% | +69.7% | -91.7% | -72.7% |
| 5Y | -76.5% | +48.7% | -125.2% | -89.1% |
| All | -80.4% | +55.1% | -135.6% | -90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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