-77.0%
PATH vs VICR
-6.0%
-71.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.7% | -8.8% | -1.6% |
| 7D | -5.3% | -23.1% | +17.8% | -1.2% |
| 30D | -0.5% | -48.1% | +47.5% | +10.3% |
| 3M | -7.1% | -32.8% | +25.7% | -3.7% |
| 6M | +23.8% | -47.6% | +71.4% | +28.4% |
| YTD | -20.7% | +34.0% | -54.7% | -38.4% |
| 1Y | -8.1% | +65.0% | -73.1% | -32.7% |
| 3Y | -21.8% | +277.1% | -298.9% | -60.1% |
| All | -77.0% | -6.0% | -71.0% | -85.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling