+617.5%
VOO vs PANW
+3,497.3%
-2,879.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.2% | +1.3% |
| 7D | -0.8% | -0.8% | 0.0% | -0.6% |
| 30D | -1.1% | -14.6% | +13.5% | +1.6% |
| 3M | +3.9% | +18.3% | -14.4% | -0.3% |
| 6M | +13.6% | +100.5% | -86.8% | -2.3% |
| YTD | +12.7% | +79.5% | -66.8% | -1.3% |
| 1Y | +17.6% | +66.7% | -49.1% | +4.4% |
| 3Y | +77.3% | +161.2% | -83.9% | +39.9% |
| 5Y | +84.1% | +322.2% | -238.1% | +28.7% |
| 10Y | +323.5% | +1,273.8% | -950.2% | +132.8% |
| All | +617.5% | +3,497.3% | -2,879.8% | +259.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW 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 PANW 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