-76.8%
PATH price history and return analytics
+53.2%
-130.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.4% | +4.1% |
| 7D | -5.6% | -4.2% | -1.4% | +2.2% |
| 30D | -0.7% | -5.8% | +5.1% | +11.1% |
| 3M | -5.9% | -5.2% | -0.6% | +4.2% |
| 6M | +21.6% | +0.1% | +21.5% | +19.1% |
| YTD | -20.6% | +8.2% | -28.9% | -35.0% |
| 1Y | -10.6% | +10.1% | -20.7% | -29.5% |
| 3Y | -24.9% | +69.7% | -94.5% | -77.0% |
| 5Y | -76.8% | +53.4% | -130.2% | -90.8% |
| All | -76.8% | +53.2% | -130.0% | -90.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling