-81.2%
PATH vs VRSN
+49.1%
-130.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.8% | +0.6% |
| 7D | -2.7% | -0.8% | -1.9% | -2.0% |
| 30D | -3.7% | +0.7% | -4.4% | -4.3% |
| 3M | -13.8% | +4.1% | -17.9% | -16.5% |
| 6M | +20.3% | +6.7% | +13.6% | +13.3% |
| YTD | -20.8% | +27.1% | -47.9% | -36.6% |
| 1Y | -9.2% | +28.0% | -37.2% | -28.1% |
| 3Y | -21.8% | +52.6% | -74.4% | -50.9% |
| 5Y | -77.4% | +33.3% | -110.7% | -84.7% |
| All | -81.2% | +49.1% | -130.3% | -88.3% |
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