+316.7%
PANW vs VTR
+87.5%
+229.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.3% |
| 7D | -0.8% | -0.3% | -0.5% | -0.7% |
| 30D | -14.6% | +1.1% | -15.7% | -14.7% |
| 3M | +18.3% | +7.9% | +10.4% | +16.7% |
| 6M | +100.5% | +6.2% | +94.3% | +98.0% |
| YTD | +79.5% | +17.7% | +61.8% | +74.2% |
| 1Y | +66.7% | +32.9% | +33.8% | +58.2% |
| 3Y | +161.2% | +129.7% | +31.6% | +124.2% |
| All | +316.7% | +87.5% | +229.1% | +257.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling