+73.3%
PANW vs VNQ
+9.6%
+63.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.3% |
| 7D | -10.3% | -1.3% | -9.1% | -10.5% |
| 30D | -8.1% | -2.9% | -5.2% | -8.5% |
| 3M | +19.3% | +0.8% | +18.5% | +18.9% |
| 6M | +110.2% | +2.5% | +107.7% | +104.0% |
| YTD | +80.9% | +10.6% | +70.3% | +71.9% |
| 1Y | +73.3% | +9.1% | +64.2% | +65.2% |
| All | +73.3% | +9.6% | +63.7% | +65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling