-78.0%
PATH vs VEEV
+2.4%
-80.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -3.3% | -13.4% | -14.1% |
| 7D | -16.3% | -0.6% | -15.7% | -15.5% |
| 30D | +9.9% | +28.8% | -18.9% | -9.9% |
| 3M | +30.2% | +54.0% | -23.9% | -7.1% |
| 6M | +37.2% | +46.0% | -8.7% | +2.3% |
| YTD | -7.3% | +23.2% | -30.6% | -21.2% |
| 1Y | +40.0% | +1.9% | +38.1% | +36.3% |
| 3Y | -4.4% | +27.0% | -31.4% | -26.3% |
| 5Y | -76.0% | -13.4% | -62.6% | -77.1% |
| All | -78.0% | +2.4% | -80.4% | -79.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling