-18.8%
PATH price history and return analytics
+76.6%
-95.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +0.4% |
| 7D | -4.8% | -0.3% | -4.5% | -4.4% |
| 30D | +2.7% | -1.4% | +4.1% | +4.9% |
| 3M | -4.2% | -1.4% | -2.8% | -2.1% |
| 6M | +24.7% | +5.5% | +19.3% | +14.1% |
| YTD | -17.6% | +12.8% | -30.4% | -33.4% |
| 1Y | -5.3% | +15.4% | -20.8% | -26.6% |
| All | -18.8% | +76.6% | -95.3% | -78.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling