-77.0%
PATH vs VIAV
+79.2%
-156.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.3% | -8.3% | -1.6% |
| 7D | -5.3% | -4.8% | -0.5% | -4.7% |
| 30D | -0.5% | -38.5% | +37.9% | +8.1% |
| 3M | -7.1% | -29.9% | +22.7% | -3.2% |
| 6M | +23.8% | -46.3% | +70.1% | +34.5% |
| YTD | -20.7% | +59.8% | -80.4% | -48.8% |
| 1Y | -8.1% | +62.3% | -70.4% | -41.4% |
| 3Y | -21.8% | +243.0% | -264.8% | -71.1% |
| All | -77.0% | +79.2% | -156.2% | -84.2% |
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