-77.0%
PATH vs VEEV
-2.9%
-74.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.6% |
| 7D | -5.6% | -0.1% | -5.5% | -5.5% |
| 30D | -0.7% | +9.4% | -10.1% | -7.5% |
| 3M | -5.9% | +45.2% | -51.1% | -30.2% |
| 6M | +21.6% | +81.1% | -59.6% | -24.1% |
| YTD | -20.6% | +38.9% | -59.5% | -38.9% |
| 1Y | -10.6% | +5.0% | -15.6% | -15.4% |
| 3Y | -24.9% | +59.4% | -84.2% | -52.6% |
| All | -77.0% | -2.9% | -74.1% | -79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling