+119.5%
ARKK vs VLTO
+25.1%
+94.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -1.3% |
| 7D | +1.4% | -2.6% | +4.0% | +2.8% |
| 30D | +5.1% | -2.5% | +7.6% | +6.5% |
| 3M | +12.7% | +10.1% | +2.6% | +5.9% |
| 6M | +13.8% | +1.0% | +12.8% | +12.5% |
| YTD | +9.9% | -4.8% | +14.7% | +12.6% |
| 1Y | +10.4% | -9.3% | +19.7% | +16.5% |
| All | +119.5% | +25.1% | +94.4% | +81.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling