-27.8%
ARKK vs VCIT
+3.7%
-31.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | 0.0% |
| 7D | +3.6% | +0.1% | +3.5% | +3.4% |
| 30D | +8.4% | -0.8% | +9.1% | +10.5% |
| 3M | +13.4% | -0.5% | +14.0% | +15.2% |
| 6M | +18.9% | -1.4% | +20.3% | +23.9% |
| YTD | +11.9% | -0.8% | +12.7% | +15.0% |
| 1Y | +13.1% | +0.3% | +12.8% | +13.3% |
| 3Y | +97.1% | +19.2% | +77.8% | +30.7% |
| 5Y | -27.8% | +3.6% | -31.4% | -45.3% |
| All | -27.8% | +3.7% | -31.5% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling