+106.0%
ARKF vs VT
+150.3%
-44.3%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.1% | -2.0% | +0.5% |
| 7D | -6.9% | -4.2% | -2.7% | -0.1% |
| 30D | -11.6% | -5.8% | -5.8% | -2.4% |
| 3M | -2.7% | -5.2% | +2.6% | +6.7% |
| 6M | -1.8% | +0.1% | -1.9% | -1.6% |
| YTD | -13.3% | +8.2% | -21.5% | -23.0% |
| 1Y | -23.3% | +10.1% | -33.4% | -33.5% |
| 3Y | +105.5% | +69.7% | +35.8% | -6.5% |
| 5Y | -22.3% | +53.4% | -75.6% | -56.4% |
| All | +106.0% | +150.3% | -44.3% | -31.4% |
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