+1,248.2%
PANW vs VTI
+305.0%
+943.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -3.2% |
| 7D | -0.8% | -0.9% | +0.1% | +0.1% |
| 30D | -14.6% | -1.4% | -13.1% | -13.2% |
| 3M | +18.3% | +3.6% | +14.7% | +14.3% |
| 6M | +100.5% | +13.6% | +86.9% | +76.1% |
| YTD | +79.5% | +12.9% | +66.6% | +58.6% |
| 1Y | +66.7% | +17.2% | +49.5% | +41.8% |
| 3Y | +161.2% | +75.7% | +85.6% | +47.9% |
| 5Y | +322.2% | +75.4% | +246.8% | +142.0% |
| All | +1,248.2% | +305.0% | +943.2% | +247.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling