-22.9%
PATH vs VEEV
+80.8%
-103.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +2.1% | -0.7% | +2.8% | +2.6% |
| 30D | +1.6% | +1.4% | +0.2% | +0.7% |
| 3M | -20.4% | +19.4% | -39.8% | -30.0% |
| 6M | +40.1% | +93.6% | -53.5% | -11.3% |
| YTD | -19.0% | +35.1% | -54.1% | -35.5% |
| 1Y | -5.8% | +3.4% | -9.2% | -12.7% |
| 3Y | -22.9% | +81.4% | -104.3% | -59.8% |
| All | -22.9% | +80.8% | -103.8% | -59.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling