+264.0%
PANW vs VT
+53.4%
+210.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -14.2% | -2.3% | -11.9% | -11.5% |
| 30D | -22.6% | -5.0% | -17.7% | -17.4% |
| 3M | -12.7% | -4.9% | -7.8% | -7.2% |
| 6M | +70.9% | -1.5% | +72.4% | +74.7% |
| YTD | +70.4% | +8.5% | +61.9% | +53.9% |
| 1Y | +48.5% | +11.4% | +37.1% | +29.8% |
| 3Y | +164.8% | +70.1% | +94.8% | +37.6% |
| All | +264.0% | +53.4% | +210.6% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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