-77.1%
PATH vs VIAV
+101.0%
-178.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.9% | -0.6% |
| 7D | -2.3% | +3.2% | -5.5% | -3.1% |
| 30D | -4.8% | -31.8% | +27.0% | +1.4% |
| 3M | -17.7% | -16.6% | -1.1% | -17.3% |
| 6M | +18.9% | -39.4% | +58.4% | +25.7% |
| YTD | -21.7% | +74.0% | -95.7% | -50.3% |
| 1Y | -9.6% | +70.8% | -80.4% | -42.4% |
| 3Y | -25.8% | +295.5% | -321.4% | -74.2% |
| 5Y | -77.1% | +103.3% | -180.4% | -84.4% |
| All | -77.1% | +101.0% | -178.1% | -84.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling