-8.1%
PATH vs VEEV
+3.4%
-11.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +1.6% |
| 7D | -5.3% | -2.9% | -2.4% | -2.9% |
| 30D | -0.5% | +7.5% | -8.1% | -6.4% |
| 3M | -7.1% | +39.5% | -46.6% | -29.8% |
| 6M | +23.8% | +81.5% | -57.7% | -24.2% |
| YTD | -20.7% | +36.1% | -56.7% | -41.7% |
| 1Y | -8.1% | +4.3% | -12.4% | -26.6% |
| All | -8.1% | +3.4% | -11.5% | -26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling