+63.4%
ZTO price history and return analytics
+222.7%
-159.3%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.2% | -1.4% |
| 7D | -3.3% | +2.9% | -6.2% | -5.2% |
| 30D | -2.9% | -2.5% | -0.3% | -1.4% |
| 3M | -13.2% | -3.3% | -9.9% | -11.5% |
| 6M | -19.2% | +1.5% | -20.8% | -20.7% |
| YTD | -2.3% | +11.4% | -13.7% | -10.7% |
| 1Y | +5.4% | +11.9% | -6.5% | -4.0% |
| 3Y | -9.6% | +73.9% | -83.5% | -41.0% |
| 5Y | -23.1% | +57.9% | -81.0% | -46.5% |
| All | +63.4% | +222.7% | -159.3% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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