+153.3%
ARKG vs VT
+241.9%
-88.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -1.0% | +0.4% | -1.5% | -1.7% |
| 30D | +14.3% | +1.0% | +13.3% | +12.9% |
| 3M | +30.0% | +2.4% | +27.6% | +26.1% |
| 6M | +59.7% | +12.0% | +47.7% | +36.5% |
| YTD | +62.7% | +15.3% | +47.4% | +33.3% |
| 1Y | +89.3% | +22.6% | +66.7% | +42.7% |
| 3Y | +44.6% | +74.7% | -30.1% | -31.3% |
| 5Y | -45.7% | +66.1% | -111.8% | -70.9% |
| 10Y | +179.5% | +225.0% | -45.5% | -26.1% |
| All | +153.3% | +241.9% | -88.6% | -36.5% |
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