+78.8%
VZ vs PATH
-3.6%
+82.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -16.6% | +15.7% | -1.1% |
| 7D | +0.1% | -16.3% | +16.4% | -0.2% |
| 30D | +7.9% | +9.9% | -2.0% | +8.2% |
| 3M | +13.6% | +30.2% | -16.5% | +14.3% |
| 6M | +1.1% | +37.2% | -36.1% | +1.9% |
| YTD | +29.3% | -7.3% | +36.6% | +29.9% |
| 1Y | +21.2% | +40.0% | -18.8% | +22.5% |
| All | +78.8% | -3.6% | +82.3% | +74.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling