+161.2%
PANW vs VTV
+67.6%
+93.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -3.0% |
| 7D | -0.8% | -1.1% | +0.3% | +0.2% |
| 30D | -14.6% | -1.0% | -13.5% | -13.8% |
| 3M | +18.3% | +4.6% | +13.6% | +13.0% |
| 6M | +100.5% | +13.5% | +87.0% | +76.5% |
| YTD | +79.5% | +18.5% | +61.0% | +50.3% |
| 1Y | +66.7% | +22.9% | +43.8% | +34.0% |
| 3Y | +161.2% | +67.8% | +93.4% | +57.9% |
| All | +161.2% | +67.6% | +93.6% | +57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling