-22.0%
ARKF vs VT
+53.4%
-75.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +0.7% |
| 7D | -1.0% | -2.3% | +1.3% | +4.0% |
| 30D | -9.3% | -5.0% | -4.4% | +1.0% |
| 3M | -0.3% | -4.9% | +4.6% | +11.1% |
| 6M | -2.0% | -1.5% | -0.5% | +1.2% |
| YTD | -12.2% | +8.5% | -20.7% | -26.1% |
| 1Y | -18.3% | +11.4% | -29.7% | -34.9% |
| 3Y | +110.0% | +70.1% | +39.9% | -33.2% |
| All | -22.0% | +53.4% | -75.4% | -65.1% |
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