+134.8%
ARKF vs VT
+166.7%
-31.9%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.2% | +0.4% | +1.7% | +1.5% |
| 30D | +11.0% | +1.0% | +10.0% | +9.5% |
| 3M | +16.7% | +2.4% | +14.3% | +12.6% |
| 6M | +13.6% | +12.0% | +1.6% | -5.1% |
| YTD | -1.1% | +15.3% | -16.5% | -21.0% |
| 1Y | -11.2% | +22.6% | -33.8% | -35.2% |
| 3Y | +121.9% | +74.7% | +47.3% | -3.8% |
| 5Y | -14.3% | +66.1% | -80.5% | -57.5% |
| All | +134.8% | +166.7% | -31.9% | -29.6% |
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