-14.7%
ARKF vs VOO
+80.3%
-95.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | +0.1% |
| 7D | -6.1% | -2.0% | -4.1% | -2.3% |
| 30D | +3.5% | -1.7% | +5.2% | +7.2% |
| 3M | +18.4% | +4.7% | +13.7% | +8.2% |
| 6M | +8.7% | +12.6% | -3.9% | -13.6% |
| YTD | -6.1% | +11.8% | -17.8% | -23.9% |
| 1Y | -16.9% | +17.5% | -34.5% | -38.6% |
| 3Y | +112.1% | +77.0% | +35.1% | -30.4% |
| 5Y | -14.7% | +82.6% | -97.3% | -70.8% |
| All | -14.7% | +80.3% | -95.1% | -70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling