+62.2%
PANW vs VTR
+22.5%
+39.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | +0.3% |
| 7D | -11.8% | +10.0% | -21.8% | -8.5% |
| 30D | -14.4% | +9.6% | -24.1% | -11.4% |
| 3M | -5.0% | -1.2% | -3.8% | -4.8% |
| 6M | +88.6% | +2.8% | +85.8% | +91.4% |
| YTD | +88.9% | +17.4% | +71.6% | +100.6% |
| 1Y | +62.2% | +22.0% | +40.2% | +70.5% |
| All | +62.2% | +22.5% | +39.8% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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