-30.7%
ARKK vs VSXY
+37.5%
-68.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.5% | -0.1% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | +2.7% | -18.7% | +21.4% | +7.2% |
| 3M | +10.8% | -4.0% | +14.7% | +10.7% |
| 6M | +14.4% | +67.5% | -53.1% | -4.3% |
| YTD | +8.7% | +39.7% | -31.0% | -5.7% |
| 1Y | +6.7% | +180.0% | -173.2% | -24.9% |
| 3Y | +87.4% | +337.3% | -249.9% | +3.0% |
| 5Y | -29.5% | +22.7% | -52.1% | -46.9% |
| All | -30.7% | +37.5% | -68.3% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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