+3,722.6%
PANW vs VSH
+352.3%
+3,370.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.4% |
| 7D | +2.0% | +2.8% | -0.8% | +1.1% |
| 30D | -11.8% | -6.0% | -5.8% | -10.3% |
| 3M | +28.6% | -42.6% | +71.2% | +48.6% |
| 6M | +104.4% | +82.1% | +22.3% | +56.6% |
| YTD | +83.8% | +117.5% | -33.8% | +30.1% |
| 1Y | +71.5% | +109.0% | -37.5% | +22.0% |
| 3Y | +172.2% | +34.9% | +137.3% | +114.1% |
| 5Y | +332.2% | +65.1% | +267.1% | +206.0% |
| 10Y | +1,306.4% | +175.9% | +1,130.4% | +607.8% |
| All | +3,722.6% | +352.3% | +3,370.3% | +1,429.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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