-16.9%
ZTO price history and return analytics
+53.4%
-70.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +3.2% | -2.3% | +5.5% | +4.9% |
| 30D | +5.1% | -5.0% | +10.0% | +8.9% |
| 3M | -13.6% | -4.9% | -8.7% | -10.6% |
| 6M | -19.6% | -1.5% | -18.1% | -19.5% |
| YTD | +1.2% | +8.5% | -7.3% | -7.0% |
| 1Y | +11.8% | +11.4% | +0.4% | +0.4% |
| 3Y | -7.5% | +70.1% | -77.6% | -44.9% |
| All | -16.9% | +53.4% | -70.3% | -45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling