-28.1%
ARKK vs VIG
+63.0%
-91.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | -0.9% |
| 7D | -3.1% | -1.1% | -2.0% | -0.9% |
| 30D | +2.7% | -2.7% | +5.5% | +8.9% |
| 3M | +10.8% | +2.5% | +8.2% | +5.2% |
| 6M | +14.4% | +9.2% | +5.2% | -4.4% |
| YTD | +8.7% | +9.8% | -1.2% | -10.0% |
| 1Y | +6.7% | +12.4% | -5.6% | -15.3% |
| 3Y | +87.4% | +55.9% | +31.5% | -21.7% |
| All | -28.1% | +63.0% | -91.1% | -71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling