+351.6%
ARKK vs VICR
+1,239.7%
-888.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -0.9% |
| 7D | -4.7% | -0.4% | -4.3% | -4.7% |
| 30D | +3.1% | -15.6% | +18.6% | +7.0% |
| 3M | +13.8% | -35.4% | +49.1% | +24.0% |
| 6M | +14.0% | +1.3% | +12.7% | +4.6% |
| YTD | +8.0% | +62.5% | -54.5% | -15.1% |
| 1Y | +9.9% | +255.5% | -245.5% | -33.6% |
| 3Y | +90.2% | +182.0% | -91.8% | +12.7% |
| 5Y | -29.9% | +42.9% | -72.8% | -54.6% |
| 10Y | +329.1% | +1,494.0% | -1,164.9% | +62.4% |
| All | +351.6% | +1,239.7% | -888.1% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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