+368.0%
ARKK vs VO
+225.6%
+142.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.7% |
| 7D | +3.6% | +0.6% | +3.0% | +2.7% |
| 30D | +8.4% | -1.1% | +9.4% | +10.3% |
| 3M | +13.4% | +4.5% | +8.9% | +6.5% |
| 6M | +18.9% | +11.1% | +7.8% | +2.4% |
| YTD | +11.9% | +13.5% | -1.6% | -6.4% |
| 1Y | +13.1% | +14.5% | -1.4% | -6.0% |
| 3Y | +97.1% | +58.1% | +39.0% | +8.1% |
| 5Y | -27.8% | +43.3% | -71.1% | -50.7% |
| 10Y | +338.5% | +193.2% | +145.3% | +44.7% |
| All | +368.0% | +225.6% | +142.5% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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