+86.2%
ARKK vs VSH
+33.8%
+52.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.8% | -1.4% |
| 7D | -4.7% | +3.1% | -7.8% | -5.8% |
| 30D | +3.1% | -5.7% | +8.8% | +5.0% |
| 3M | +13.8% | -42.5% | +56.2% | +36.7% |
| 6M | +14.0% | +82.7% | -68.7% | -23.9% |
| YTD | +8.0% | +118.2% | -110.3% | -35.3% |
| 1Y | +9.9% | +109.7% | -99.7% | -33.1% |
| All | +86.2% | +33.8% | +52.4% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling