-78.0%
PATH vs VXUS
+63.2%
-141.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.5% | -17.1% | -17.4% |
| 7D | -16.3% | +1.0% | -17.3% | -17.7% |
| 30D | +9.9% | +2.2% | +7.7% | +6.3% |
| 3M | +30.2% | +3.0% | +27.2% | +23.1% |
| 6M | +37.2% | +10.7% | +26.6% | +12.4% |
| YTD | -7.3% | +17.8% | -25.2% | -33.0% |
| 1Y | +40.0% | +27.6% | +12.4% | -12.2% |
| 3Y | -4.4% | +73.3% | -77.7% | -66.8% |
| 5Y | -76.0% | +54.3% | -130.4% | -89.5% |
| All | -78.0% | +63.2% | -141.2% | -90.5% |
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