-78.0%
PATH price history and return analytics
+79.7%
-157.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | 0.0% | -16.6% | -16.6% |
| 7D | -16.3% | +0.4% | -16.8% | -17.0% |
| 30D | +9.9% | +1.0% | +8.9% | +8.1% |
| 3M | +30.2% | +2.4% | +27.8% | +23.8% |
| 6M | +37.2% | +12.0% | +25.2% | +7.3% |
| YTD | -7.3% | +15.3% | -22.7% | -32.1% |
| 1Y | +40.0% | +22.6% | +17.4% | -9.0% |
| 3Y | -4.4% | +74.7% | -79.1% | -70.5% |
| 5Y | -76.0% | +66.1% | -142.2% | -91.4% |
| All | -78.0% | +79.7% | -157.6% | -92.4% |
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