+25.5%
VZ vs PATH
-76.4%
+101.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -16.6% | +15.7% | -0.8% |
| 7D | +0.1% | -16.3% | +16.4% | +0.2% |
| 30D | +7.9% | +9.9% | -2.0% | +7.8% |
| 3M | +13.6% | +30.2% | -16.5% | +13.4% |
| 6M | +1.1% | +37.2% | -36.1% | +0.8% |
| YTD | +29.3% | -7.3% | +36.6% | +29.5% |
| 1Y | +21.2% | +40.0% | -18.8% | +20.5% |
| 3Y | +75.9% | -4.4% | +80.3% | +74.3% |
| All | +25.5% | -76.4% | +101.9% | +21.7% |
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