+90.8%
VOO vs PATH
-80.2%
+171.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -2.7% | -5.3% | +2.6% | -2.1% |
| 30D | -5.4% | -0.5% | -4.8% | -5.4% |
| 3M | -4.1% | -7.1% | +3.1% | -3.8% |
| 6M | +0.7% | +23.8% | -23.1% | -3.1% |
| YTD | +8.7% | -20.7% | +29.4% | +9.9% |
| 1Y | +11.0% | -8.1% | +19.0% | +9.3% |
| 3Y | +75.5% | -21.8% | +97.3% | +68.6% |
| 5Y | +68.4% | -76.8% | +145.2% | +66.5% |
| All | +90.8% | -80.2% | +171.0% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 10y: compounded portfolio wealth divided by compounded PATH 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…
10y analysis · Full analysis span regression · 6 months rolling