+3,634.0%
PANW vs VTR
+120.6%
+3,513.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.2% |
| 7D | -0.8% | -0.3% | -0.5% | -0.7% |
| 30D | -14.6% | +1.1% | -15.7% | -14.8% |
| 3M | +18.3% | +7.9% | +10.4% | +16.4% |
| 6M | +100.5% | +6.2% | +94.3% | +97.4% |
| YTD | +79.5% | +17.7% | +61.8% | +73.3% |
| 1Y | +66.7% | +32.9% | +33.8% | +57.2% |
| 3Y | +161.2% | +129.7% | +31.6% | +121.1% |
| 5Y | +322.2% | +89.3% | +232.9% | +266.0% |
| 10Y | +1,273.8% | +99.1% | +1,174.7% | +973.2% |
| All | +3,634.0% | +120.6% | +3,513.4% | +2,862.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling