+63.4%
ZTO vs VOO
+311.2%
-247.8%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.7% |
| 7D | -3.3% | +3.3% | -6.6% | -5.1% |
| 30D | -2.9% | -2.7% | -0.2% | -1.5% |
| 3M | -13.2% | -1.7% | -11.5% | -12.6% |
| 6M | -19.2% | +3.1% | -22.3% | -21.1% |
| YTD | -2.3% | +11.9% | -14.3% | -9.3% |
| 1Y | +5.4% | +12.1% | -6.7% | -2.2% |
| 3Y | -9.6% | +78.6% | -88.2% | -37.5% |
| 5Y | -23.1% | +73.8% | -96.9% | -46.3% |
| All | +63.4% | +311.2% | -247.8% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling