+359.8%
ARKK vs VCLT
+31.6%
+328.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.6% |
| 7D | +1.4% | 0.0% | +1.4% | +1.4% |
| 30D | +5.1% | +0.1% | +5.0% | +5.1% |
| 3M | +12.7% | -2.9% | +15.6% | +15.7% |
| 6M | +13.8% | -4.0% | +17.8% | +18.1% |
| YTD | +9.9% | -2.2% | +12.2% | +12.5% |
| 1Y | +10.4% | -2.6% | +13.0% | +13.3% |
| 3Y | +93.6% | +12.3% | +81.3% | +78.2% |
| 5Y | -29.4% | -16.4% | -13.0% | -23.7% |
| 10Y | +336.9% | +18.1% | +318.8% | +350.7% |
| All | +359.8% | +31.6% | +328.2% | +380.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling