+38.3%
ARKK vs VG
-39.3%
+77.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.6% | -1.0% |
| 7D | +1.9% | +1.7% | +0.2% | +1.7% |
| 30D | +13.2% | +16.0% | -2.8% | +11.3% |
| 3M | +7.7% | +9.7% | -2.0% | +5.9% |
| 6M | +15.1% | +29.6% | -14.5% | +6.7% |
| YTD | +12.1% | +112.0% | -99.9% | -7.0% |
| 1Y | +14.9% | +12.8% | +2.1% | +7.2% |
| All | +38.3% | -39.3% | +77.7% | +29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling