-21.8%
PATH vs VIAV
+294.8%
-316.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +12.3% | -12.5% | -0.5% |
| 7D | -2.7% | +15.0% | -17.7% | -3.2% |
| 30D | -3.7% | -29.7% | +25.9% | -3.0% |
| 3M | -13.8% | -18.3% | +4.5% | -13.4% |
| 6M | +20.3% | -37.6% | +57.8% | +22.5% |
| YTD | -20.8% | +79.5% | -100.3% | -37.1% |
| 1Y | -9.2% | +79.6% | -88.8% | -28.1% |
| 3Y | -21.8% | +310.0% | -331.8% | -62.0% |
| All | -21.8% | +294.8% | -316.6% | -62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling