-81.2%
PATH vs VEEV
+13.1%
-94.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +1.5% |
| 7D | -5.3% | -2.9% | -2.4% | -3.0% |
| 30D | -0.5% | +7.5% | -8.1% | -6.1% |
| 3M | -7.1% | +39.5% | -46.6% | -28.6% |
| 6M | +23.8% | +81.5% | -57.7% | -22.2% |
| YTD | -20.7% | +36.1% | -56.7% | -37.7% |
| 1Y | -8.1% | +4.3% | -12.4% | -12.5% |
| 3Y | -21.8% | +54.8% | -76.7% | -48.8% |
| 5Y | -76.8% | -4.7% | -72.1% | -79.4% |
| All | -81.2% | +13.1% | -94.2% | -83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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