-75.9%
PATH vs VRSN
+39.9%
-115.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.6% | +1.8% |
| 7D | -4.8% | +3.6% | -8.4% | -7.6% |
| 30D | +2.7% | +8.8% | -6.2% | -4.4% |
| 3M | -4.2% | +6.6% | -10.8% | -9.2% |
| 6M | +24.7% | +16.7% | +8.1% | +8.5% |
| YTD | -17.6% | +32.1% | -49.7% | -36.8% |
| 1Y | -5.3% | +34.1% | -39.4% | -28.6% |
| 3Y | -22.0% | +59.9% | -81.9% | -54.3% |
| All | -75.9% | +39.9% | -115.8% | -84.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling