+64.3%
ZTO price history and return analytics
+217.6%
-153.3%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.5% |
| 7D | +1.2% | -0.1% | +1.4% | +1.2% |
| 30D | +1.7% | -3.1% | +4.7% | +3.6% |
| 3M | -14.4% | -3.5% | -10.9% | -12.6% |
| 6M | -18.2% | +0.5% | -18.7% | -19.1% |
| YTD | -0.3% | +10.8% | -11.1% | -8.5% |
| 1Y | +10.0% | +11.9% | -1.9% | +0.2% |
| 3Y | -7.8% | +73.0% | -80.8% | -39.6% |
| 5Y | -18.5% | +58.6% | -77.1% | -43.5% |
| 10Y | +64.3% | +219.2% | -154.8% | -27.7% |
| All | +64.3% | +217.6% | -153.3% | -27.7% |
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