-8.1%
PATH vs VRSN
+29.4%
-37.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.5% |
| 7D | -5.3% | +0.5% | -5.8% | -5.5% |
| 30D | -0.5% | +4.9% | -5.4% | -3.0% |
| 3M | -7.1% | +5.8% | -13.0% | -9.7% |
| 6M | +23.8% | +12.6% | +11.2% | +16.3% |
| YTD | -20.7% | +28.2% | -48.9% | -31.3% |
| 1Y | -8.1% | +30.4% | -38.5% | -17.6% |
| All | -8.1% | +29.4% | -37.5% | -17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling