+12.5%
VOO vs PATH
-6.5%
+19.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +1.2% |
| 7D | -0.9% | -2.7% | +1.8% | -0.8% |
| 30D | -2.3% | -1.4% | -1.0% | -2.3% |
| 3M | -1.2% | -16.4% | +15.2% | -0.6% |
| 6M | +3.3% | +23.3% | -19.9% | +2.5% |
| YTD | +12.3% | -19.8% | +32.2% | +12.8% |
| 1Y | +12.5% | -8.6% | +21.1% | +12.4% |
| All | +12.5% | -6.5% | +19.0% | +12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling