-25.7%
ZTO vs VOO
+82.6%
-108.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -2.6% | +0.1% | -2.7% | -2.6% |
| 30D | -11.6% | +0.1% | -11.6% | -11.6% |
| 3M | -6.9% | +2.0% | -8.9% | -8.2% |
| 6M | -6.7% | +13.0% | -19.8% | -14.0% |
| YTD | +1.9% | +13.6% | -11.7% | -6.4% |
| 1Y | +17.0% | +20.1% | -3.1% | +3.6% |
| 3Y | -9.9% | +77.6% | -87.5% | -40.7% |
| All | -25.7% | +82.6% | -108.3% | -52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling