-7.7%
ZTO vs VOO
+75.0%
-82.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.4% | +5.3% | +2.5% |
| 7D | +4.5% | -4.7% | +9.2% | +6.2% |
| 30D | +5.5% | -5.9% | +11.4% | +7.8% |
| 3M | -12.3% | -4.5% | -7.8% | -11.0% |
| 6M | -18.1% | +1.9% | -20.0% | -19.2% |
| YTD | +1.0% | +8.4% | -7.4% | -3.2% |
| 1Y | +11.7% | +9.5% | +2.3% | +6.6% |
| All | -7.7% | +75.0% | -82.6% | -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