+47.6%
PANW vs VTV
+23.8%
+23.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.1% | -6.5% | -8.6% |
| 7D | -17.3% | -2.2% | -15.1% | -16.5% |
| 30D | -25.1% | +2.2% | -27.3% | -24.7% |
| 3M | -13.2% | +0.4% | -13.6% | -12.6% |
| 6M | +71.0% | +9.4% | +61.6% | +67.8% |
| YTD | +70.8% | +19.0% | +51.8% | +58.7% |
| 1Y | +47.6% | +23.3% | +24.3% | +30.1% |
| All | +47.6% | +23.8% | +23.8% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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