+3,663.5%
PANW vs VCIT
+53.5%
+3,610.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -10.3% | -0.3% | -10.0% | -10.1% |
| 30D | -8.1% | -0.8% | -7.3% | -7.6% |
| 3M | +19.3% | -1.0% | +20.4% | +20.3% |
| 6M | +110.2% | -1.8% | +112.0% | +113.2% |
| YTD | +80.9% | -0.7% | +81.6% | +82.0% |
| 1Y | +73.3% | +1.0% | +72.3% | +72.3% |
| 3Y | +174.6% | +18.8% | +155.8% | +145.2% |
| 5Y | +327.1% | +3.5% | +323.6% | +304.6% |
| 10Y | +1,277.3% | +29.2% | +1,248.1% | +1,203.7% |
| All | +3,663.5% | +53.5% | +3,610.0% | +3,427.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 all: compounded portfolio wealth divided by compounded VCIT 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…
all analysis · Full analysis span regression · 6 months rolling