+46.0%
ZTO price history and return analytics
+211.1%
-165.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +3.2% | -2.3% | +5.5% | +4.8% |
| 30D | +5.1% | -5.0% | +10.0% | +8.6% |
| 3M | -13.6% | -4.9% | -8.7% | -10.9% |
| 6M | -19.6% | -1.5% | -18.1% | -19.4% |
| YTD | +1.2% | +8.5% | -7.3% | -5.8% |
| 1Y | +11.8% | +11.4% | +0.4% | +2.1% |
| 3Y | -7.5% | +70.1% | -77.6% | -38.8% |
| 5Y | -17.0% | +53.7% | -70.7% | -41.2% |
| 10Y | +59.1% | +220.0% | -160.8% | -33.6% |
| All | +46.0% | +211.1% | -165.1% | -38.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling