-31.6%
ZS vs VNQ
+14.0%
-45.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.2% | -3.5% | +0.2% |
| 7D | -12.3% | +6.8% | -19.1% | -11.3% |
| 30D | +11.2% | +10.0% | +1.3% | +12.7% |
| 3M | +37.5% | 0.0% | +37.5% | +36.9% |
| 6M | +57.8% | +4.5% | +53.3% | +58.4% |
| YTD | -0.2% | +13.9% | -14.1% | -2.6% |
| 1Y | -31.6% | +14.1% | -45.7% | -33.6% |
| All | -31.6% | +14.0% | -45.6% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling