-75.7%
PATH vs VIAV
+103.0%
-178.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.7% | -20.3% | -17.5% |
| 7D | -16.3% | -4.6% | -11.7% | -15.5% |
| 30D | +9.9% | -10.4% | +20.3% | +11.5% |
| 3M | +30.2% | -34.5% | +64.6% | +40.8% |
| 6M | +37.2% | +7.0% | +30.3% | +19.3% |
| YTD | -7.3% | +95.6% | -102.9% | -41.1% |
| 1Y | +40.0% | +197.2% | -157.2% | -30.1% |
| 3Y | -4.4% | +232.0% | -236.4% | -58.0% |
| All | -75.7% | +103.0% | -178.7% | -83.9% |
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