+22.6%
VZ vs PATH
-75.2%
+97.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.9% | -0.8% | +2.0% |
| 7D | +6.9% | -4.8% | +11.7% | +7.0% |
| 30D | +2.3% | +2.7% | -0.4% | +2.2% |
| 3M | 0.0% | -4.2% | +4.2% | 0.0% |
| 6M | +0.2% | +24.7% | -24.5% | +0.1% |
| YTD | +20.9% | -17.6% | +38.5% | +21.2% |
| 1Y | +25.2% | -5.3% | +30.6% | +25.2% |
| 3Y | +55.9% | -22.0% | +77.9% | +55.1% |
| 5Y | +22.6% | -76.5% | +99.1% | +18.7% |
| All | +22.6% | -75.2% | +97.8% | +18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling