+316.7%
PANW vs VZ
+27.6%
+289.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -2.2% |
| 7D | -0.8% | +0.9% | -1.7% | -0.7% |
| 30D | -14.6% | +7.7% | -22.3% | -14.3% |
| 3M | +18.3% | +9.7% | +8.6% | +19.0% |
| 6M | +100.5% | +3.1% | +97.4% | +101.7% |
| YTD | +79.5% | +30.5% | +49.0% | +80.4% |
| 1Y | +66.7% | +22.5% | +44.2% | +67.7% |
| 3Y | +161.2% | +82.4% | +78.9% | +153.5% |
| All | +316.7% | +27.6% | +289.1% | +314.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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