+2,826.7%
VRT vs PANW
+895.1%
+1,931.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.2% |
| 7D | +13.6% | -6.9% | +20.6% | +16.8% |
| 30D | +6.8% | -7.4% | +14.2% | +9.3% |
| 3M | -3.2% | +26.5% | -29.7% | -14.0% |
| 6M | +20.3% | +104.2% | -83.8% | -15.1% |
| YTD | +79.6% | +82.9% | -3.3% | +31.9% |
| 1Y | +139.0% | +70.7% | +68.3% | +82.0% |
| 3Y | +644.6% | +170.9% | +473.7% | +359.9% |
| 5Y | +1,024.4% | +334.1% | +690.2% | +446.5% |
| All | +2,826.7% | +895.1% | +1,931.6% | +795.2% |
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