-81.2%
PATH vs VRSN
+50.5%
-131.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.8% |
| 7D | -5.3% | +0.5% | -5.8% | -5.7% |
| 30D | -0.5% | +4.9% | -5.4% | -4.4% |
| 3M | -7.1% | +5.8% | -13.0% | -11.2% |
| 6M | +23.8% | +12.6% | +11.2% | +11.5% |
| YTD | -20.7% | +28.2% | -48.9% | -37.0% |
| 1Y | -8.1% | +30.4% | -38.5% | -28.3% |
| 3Y | -21.8% | +54.6% | -76.4% | -51.5% |
| 5Y | -76.8% | +35.1% | -111.9% | -84.5% |
| All | -81.2% | +50.5% | -131.6% | -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