-76.8%
PATH vs VRSN
+37.2%
-114.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.9% | -1.8% | -2.1% |
| 7D | -5.6% | +2.0% | -7.6% | -7.2% |
| 30D | -0.7% | +6.5% | -7.2% | -5.8% |
| 3M | -5.9% | +6.7% | -12.5% | -10.7% |
| 6M | +21.6% | +13.8% | +7.8% | +8.1% |
| YTD | -20.6% | +29.6% | -50.3% | -38.1% |
| 1Y | -10.6% | +29.5% | -40.1% | -30.4% |
| 3Y | -24.9% | +56.9% | -81.8% | -55.3% |
| 5Y | -76.8% | +36.6% | -113.4% | -84.6% |
| All | -76.8% | +37.2% | -114.1% | -84.6% |
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 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