+331.8%
ARKK vs VCLT
+17.1%
+314.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -3.1% | -1.4% | -1.7% | -1.8% |
| 30D | +2.7% | -1.2% | +3.9% | +3.9% |
| 3M | +10.8% | -4.8% | +15.5% | +16.0% |
| 6M | +14.4% | -2.6% | +17.0% | +17.8% |
| YTD | +8.7% | -3.3% | +12.0% | +12.7% |
| 1Y | +6.7% | -4.8% | +11.6% | +12.2% |
| 3Y | +87.4% | +11.5% | +75.9% | +71.7% |
| 5Y | -29.5% | -17.0% | -12.5% | -21.6% |
| All | +331.8% | +17.1% | +314.7% | +353.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 10y: compounded portfolio wealth divided by compounded VCLT 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…
10y analysis · Full analysis span regression · 6 months rolling