-81.0%
PATH vs VRSN
+52.3%
-133.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +0.7% | +0.1% | +0.6% | +0.5% |
| 30D | -1.1% | +3.6% | -4.7% | -4.0% |
| 3M | -14.2% | +10.8% | -24.9% | -21.0% |
| 6M | +30.9% | +9.9% | +20.9% | +20.2% |
| YTD | -20.1% | +29.8% | -49.9% | -37.2% |
| 1Y | -8.1% | +26.3% | -34.4% | -26.2% |
| 3Y | -24.3% | +53.5% | -77.8% | -52.6% |
| 5Y | -75.6% | +34.8% | -110.4% | -83.7% |
| All | -81.0% | +52.3% | -133.3% | -88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling