+107.0%
ARKF vs VT
+156.7%
-49.8%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.2% |
| 7D | -0.7% | +2.4% | -3.1% | -4.4% |
| 30D | -9.6% | -1.5% | -8.1% | -7.2% |
| 3M | -6.0% | -4.1% | -1.9% | +1.0% |
| 6M | +0.5% | +0.6% | 0.0% | +0.1% |
| YTD | -12.8% | +11.0% | -23.9% | -25.7% |
| 1Y | -17.0% | +13.3% | -30.3% | -31.5% |
| 3Y | +100.8% | +73.4% | +27.4% | -11.9% |
| 5Y | -21.3% | +57.4% | -78.7% | -57.7% |
| All | +107.0% | +156.7% | -49.8% | -33.9% |
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