+45.8%
ZTO vs VOO
+302.7%
-257.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.4% | +5.3% | +3.4% |
| 7D | +4.5% | -4.7% | +9.2% | +7.2% |
| 30D | +5.5% | -5.9% | +11.4% | +9.0% |
| 3M | -12.3% | -4.5% | -7.8% | -10.3% |
| 6M | -18.1% | +1.9% | -20.0% | -19.5% |
| YTD | +1.0% | +8.4% | -7.4% | -4.4% |
| 1Y | +11.7% | +9.5% | +2.3% | +5.1% |
| 3Y | -8.2% | +75.3% | -83.5% | -35.8% |
| 5Y | -17.1% | +67.9% | -85.0% | -41.0% |
| 10Y | +58.9% | +314.4% | -255.5% | -33.1% |
| All | +45.8% | +302.7% | -257.0% | -38.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling