+110.0%
ARKF vs VT
+69.7%
+40.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +0.8% |
| 7D | -1.0% | -2.3% | +1.3% | +3.3% |
| 30D | -9.3% | -5.0% | -4.4% | -0.4% |
| 3M | -0.3% | -4.9% | +4.6% | +9.6% |
| 6M | -2.0% | -1.5% | -0.5% | +1.1% |
| YTD | -12.2% | +8.5% | -20.7% | -24.0% |
| 1Y | -18.3% | +11.4% | -29.7% | -32.5% |
| 3Y | +110.0% | +70.1% | +39.9% | -16.8% |
| All | +110.0% | +69.7% | +40.2% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling