+108.5%
ARKF vs VT
+150.8%
-42.4%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +0.8% |
| 7D | -1.0% | -2.3% | +1.3% | +3.0% |
| 30D | -9.3% | -5.0% | -4.4% | -1.3% |
| 3M | -0.3% | -4.9% | +4.6% | +8.6% |
| 6M | -2.0% | -1.5% | -0.5% | +0.9% |
| YTD | -12.2% | +8.5% | -20.7% | -22.3% |
| 1Y | -18.3% | +11.4% | -29.7% | -30.5% |
| 3Y | +110.0% | +70.1% | +39.9% | -4.9% |
| 5Y | -21.3% | +53.7% | -75.1% | -56.1% |
| All | +108.5% | +150.8% | -42.4% | -30.8% |
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 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