-5.3%
PATH vs VICR
+76.0%
-81.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -11.1% | +14.0% | +2.5% |
| 7D | -4.8% | -26.6% | +21.8% | -5.8% |
| 30D | +2.7% | -47.9% | +50.6% | +0.2% |
| 3M | -4.2% | -29.8% | +25.6% | -4.5% |
| 6M | +24.7% | -36.6% | +61.4% | +23.1% |
| YTD | -17.6% | +45.1% | -62.7% | -31.0% |
| 1Y | -5.3% | +80.0% | -85.4% | -27.8% |
| All | -5.3% | +76.0% | -81.3% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling