+62.2%
PANW vs VTI
+14.8%
+47.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.2% | -2.5% |
| 7D | -11.8% | -0.6% | -11.2% | -11.1% |
| 30D | -14.4% | -1.0% | -13.5% | -13.2% |
| 3M | -5.0% | -0.8% | -4.2% | -3.9% |
| 6M | +88.6% | +7.1% | +81.5% | +76.3% |
| YTD | +88.9% | +13.4% | +75.6% | +66.0% |
| 1Y | +62.2% | +14.9% | +47.3% | +39.3% |
| All | +62.2% | +14.8% | +47.5% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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