-7.5%
ZTO vs VOO
+75.5%
-83.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +3.2% | -2.7% | +5.9% | +4.2% |
| 30D | +5.1% | -5.4% | +10.4% | +7.1% |
| 3M | -13.6% | -4.1% | -9.5% | -12.5% |
| 6M | -19.6% | +0.7% | -20.4% | -20.3% |
| YTD | +1.2% | +8.7% | -7.6% | -3.1% |
| 1Y | +11.8% | +11.0% | +0.9% | +6.0% |
| 3Y | -7.5% | +75.5% | -83.0% | -30.7% |
| All | -7.5% | +75.5% | -83.0% | -30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling