+334.1%
PANW vs VT
+66.2%
+267.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.7% |
| 7D | -6.9% | +1.0% | -7.9% | -8.1% |
| 30D | -7.4% | -0.2% | -7.2% | -7.1% |
| 3M | +26.5% | +4.5% | +22.0% | +20.3% |
| 6M | +104.2% | +14.1% | +90.1% | +74.4% |
| YTD | +82.9% | +14.8% | +68.2% | +54.5% |
| 1Y | +70.7% | +21.2% | +49.5% | +35.0% |
| 3Y | +170.9% | +76.6% | +94.4% | +35.9% |
| 5Y | +334.1% | +66.6% | +267.5% | +142.1% |
| All | +334.1% | +66.2% | +267.9% | +142.1% |
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