+159.2%
ARKG vs VT
+229.9%
-70.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.6% | +3.6% | +2.3% |
| 7D | -0.1% | +0.4% | -0.5% | -0.2% |
| 30D | -5.9% | -2.6% | -3.3% | -1.4% |
| 3M | +12.1% | -3.2% | +15.3% | +18.8% |
| 6M | +58.3% | +0.9% | +57.4% | +58.4% |
| YTD | +66.6% | +11.3% | +55.2% | +45.1% |
| 1Y | +72.1% | +14.0% | +58.1% | +45.0% |
| 3Y | +101.2% | +75.8% | +25.4% | -4.5% |
| 5Y | -36.7% | +57.8% | -94.5% | -63.4% |
| 10Y | +186.2% | +219.8% | -33.6% | -21.0% |
| All | +159.2% | +229.9% | -70.7% | -30.9% |
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