+11.7%
VZ vs PATH
-80.1%
+91.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | -0.1% |
| 7D | +5.6% | -5.6% | +11.2% | +5.7% |
| 30D | +1.9% | -0.7% | +2.5% | +1.9% |
| 3M | +0.8% | -5.9% | +6.6% | +0.8% |
| 6M | +0.6% | +21.6% | -21.0% | +0.6% |
| YTD | +20.8% | -20.6% | +41.4% | +21.0% |
| 1Y | +23.9% | -10.6% | +34.5% | +24.0% |
| 3Y | +55.7% | -24.9% | +80.6% | +55.3% |
| 5Y | +21.5% | -76.8% | +98.4% | +16.8% |
| All | +11.7% | -80.1% | +91.9% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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