-78.0%
PATH vs VRSN
+42.4%
-120.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.4% | -16.2% | -16.3% |
| 7D | -16.3% | +0.1% | -16.4% | -16.3% |
| 30D | +9.9% | -0.2% | +10.1% | +10.0% |
| 3M | +30.2% | -0.3% | +30.5% | +29.8% |
| 6M | +37.2% | +23.0% | +14.2% | +13.5% |
| YTD | -7.3% | +21.3% | -28.7% | -23.1% |
| 1Y | +40.0% | +6.7% | +33.3% | +29.4% |
| 3Y | -4.4% | +45.0% | -49.4% | -37.5% |
| 5Y | -76.0% | +35.0% | -111.1% | -83.7% |
| All | -78.0% | +42.4% | -120.4% | -85.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling