+916.4%
VRT vs PANW
+327.4%
+589.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.6% | -6.1% |
| 7D | -7.7% | +2.0% | -9.7% | -8.5% |
| 30D | -12.0% | -11.8% | -0.1% | -7.7% |
| 3M | -11.7% | +28.6% | -40.3% | -22.6% |
| 6M | -8.1% | +104.4% | -112.5% | -36.7% |
| YTD | +53.2% | +83.8% | -30.5% | +10.2% |
| 1Y | +81.7% | +71.5% | +10.1% | +35.9% |
| 3Y | +535.3% | +172.2% | +363.1% | +278.9% |
| 5Y | +916.4% | +332.2% | +584.2% | +386.0% |
| All | +916.4% | +327.4% | +589.0% | +386.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling