-81.0%
PATH price history and return analytics
+72.8%
-153.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -6.6% | -1.6% | -5.0% | -3.8% |
| 30D | +0.1% | -2.5% | +2.6% | +4.9% |
| 3M | +0.6% | -1.3% | +1.9% | +3.3% |
| 6M | +23.1% | +3.1% | +20.0% | +14.3% |
| YTD | -19.9% | +10.9% | -30.8% | -37.0% |
| 1Y | -17.3% | +12.1% | -29.3% | -36.1% |
| 3Y | -24.2% | +73.9% | -98.1% | -76.9% |
| 5Y | -75.8% | +58.0% | -133.8% | -90.5% |
| All | -81.0% | +72.8% | -153.8% | -93.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling