+3,634.0%
PANW vs VGT
+1,499.2%
+2,134.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -3.4% |
| 7D | -0.8% | -0.2% | -0.6% | -0.7% |
| 30D | -14.6% | -0.4% | -14.1% | -14.0% |
| 3M | +18.3% | +4.4% | +13.9% | +13.6% |
| 6M | +100.5% | +32.1% | +68.4% | +56.1% |
| YTD | +79.5% | +28.8% | +50.7% | +42.5% |
| 1Y | +66.7% | +35.3% | +31.4% | +26.4% |
| 3Y | +161.2% | +124.8% | +36.5% | +23.5% |
| 5Y | +322.2% | +137.9% | +184.3% | +89.3% |
| 10Y | +1,273.8% | +814.2% | +459.5% | +51.6% |
| All | +3,634.0% | +1,499.2% | +2,134.8% | +148.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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