+301.0%
ARKK vs VT
+222.7%
+78.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.4% |
| 7D | +4.6% | +2.9% | +1.7% | -0.4% |
| 30D | -12.2% | -2.5% | -9.7% | -7.7% |
| 3M | -6.0% | -3.3% | -2.7% | +0.7% |
| 6M | -2.2% | +1.5% | -3.7% | -3.2% |
| YTD | -0.5% | +11.4% | -11.9% | -15.6% |
| 1Y | -6.0% | +11.9% | -17.9% | -20.7% |
| 3Y | +92.5% | +73.9% | +18.7% | -18.3% |
| 5Y | -34.4% | +57.9% | -92.3% | -64.9% |
| All | +301.0% | +222.7% | +78.3% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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