+403.3%
ZS vs VNQ
+73.3%
+330.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +3.2% |
| 7D | -3.8% | -0.9% | -3.0% | -3.3% |
| 30D | -6.0% | -2.2% | -3.8% | -4.8% |
| 3M | +32.0% | -1.9% | +33.9% | +33.3% |
| 6M | +2.1% | +3.2% | -1.1% | -0.6% |
| YTD | -26.2% | +9.4% | -35.5% | -30.8% |
| 1Y | -41.2% | +7.5% | -48.7% | -44.3% |
| 3Y | +3.3% | +31.1% | -27.7% | -14.6% |
| 5Y | -40.7% | +6.6% | -47.3% | -44.4% |
| All | +403.3% | +73.3% | +330.1% | +278.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling