+115.6%
ARKK vs VLTO
+23.4%
+92.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.4% | -1.1% |
| 7D | -4.7% | -4.5% | -0.2% | -2.3% |
| 30D | +3.1% | -4.6% | +7.7% | +5.7% |
| 3M | +13.8% | +13.3% | +0.5% | +4.9% |
| 6M | +14.0% | +2.1% | +11.8% | +11.7% |
| YTD | +8.0% | -6.1% | +14.0% | +11.4% |
| 1Y | +9.9% | -11.4% | +21.3% | +17.6% |
| All | +115.6% | +23.4% | +92.2% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VLTO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling