+331.8%
ARKK vs VEU
+155.0%
+176.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -1.0% |
| 7D | -3.1% | -1.4% | -1.6% | -0.9% |
| 30D | +2.7% | -0.4% | +3.1% | +3.6% |
| 3M | +10.8% | +2.5% | +8.2% | +7.0% |
| 6M | +14.4% | +11.1% | +3.2% | -2.5% |
| YTD | +8.7% | +16.5% | -7.9% | -14.0% |
| 1Y | +6.7% | +22.9% | -16.2% | -21.9% |
| 3Y | +87.4% | +73.4% | +14.0% | -16.8% |
| 5Y | -29.5% | +56.1% | -85.6% | -61.7% |
| All | +331.8% | +155.0% | +176.8% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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