+21.1%
ARKK vs VG
-51.4%
+72.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | -6.6% | -22.0% | +15.5% | -4.6% |
| 30D | -14.5% | -11.6% | -2.9% | -13.7% |
| 3M | -0.4% | -14.9% | +14.5% | +0.6% |
| 6M | -5.2% | -3.5% | -1.6% | -6.7% |
| YTD | -1.9% | +70.0% | -71.9% | -17.2% |
| 1Y | -6.7% | +50.0% | -56.7% | -19.6% |
| All | +21.1% | -51.4% | +72.4% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3y: compounded portfolio wealth divided by compounded VG 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…
3y analysis · Full analysis span regression · 6 months rolling