-81.2%
PATH price history and return analytics
+69.0%
-150.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.5% |
| 7D | -5.3% | -2.3% | -3.0% | -1.2% |
| 30D | -0.5% | -5.0% | +4.4% | +9.2% |
| 3M | -7.1% | -4.9% | -2.3% | +1.8% |
| 6M | +23.8% | -1.5% | +25.4% | +25.7% |
| YTD | -20.7% | +8.5% | -29.2% | -35.1% |
| 1Y | -8.1% | +11.4% | -19.4% | -28.8% |
| 3Y | -21.8% | +70.1% | -91.9% | -75.2% |
| 5Y | -76.8% | +53.7% | -130.6% | -90.5% |
| All | -81.2% | +69.0% | -150.1% | -92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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