-81.2%
PATH vs VSAT
+35.5%
-116.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.7% | -7.8% | -1.3% |
| 7D | -5.3% | -17.0% | +11.7% | -2.7% |
| 30D | -0.5% | -9.8% | +9.2% | +0.5% |
| 3M | -7.1% | -22.0% | +14.9% | -4.5% |
| 6M | +23.8% | -5.0% | +28.8% | +20.0% |
| YTD | -20.7% | +85.6% | -106.3% | -34.1% |
| 1Y | -8.1% | +80.2% | -88.3% | -23.4% |
| 3Y | -21.8% | +250.0% | -271.9% | -50.2% |
| 5Y | -76.8% | -4.6% | -72.3% | -81.8% |
| All | -81.2% | +35.5% | -116.7% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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