-80.8%
PATH vs VIAV
+84.4%
-165.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.6% | +6.9% | +2.4% |
| 7D | +2.1% | +7.9% | -5.8% | +0.4% |
| 30D | +1.6% | -20.3% | +21.9% | +5.2% |
| 3M | -20.4% | -28.5% | +8.1% | -16.9% |
| 6M | +40.1% | -42.7% | +82.8% | +50.7% |
| YTD | -19.0% | +72.4% | -91.4% | -48.6% |
| 1Y | -5.8% | +81.5% | -87.3% | -41.9% |
| 3Y | -22.9% | +293.8% | -316.8% | -72.9% |
| 5Y | -75.3% | +101.4% | -176.7% | -84.7% |
| All | -80.8% | +84.4% | -165.2% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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