+368.8%
ARKK vs VT
+241.9%
+126.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.0% |
| 7D | +1.9% | +0.4% | +1.5% | +1.3% |
| 30D | +13.2% | +1.0% | +12.2% | +11.7% |
| 3M | +7.7% | +2.4% | +5.3% | +4.5% |
| 6M | +15.1% | +12.0% | +3.1% | -3.1% |
| YTD | +12.1% | +15.3% | -3.2% | -9.6% |
| 1Y | +14.9% | +22.6% | -7.7% | -15.3% |
| 3Y | +99.3% | +74.7% | +24.6% | -10.4% |
| 5Y | -29.9% | +66.1% | -96.1% | -63.5% |
| 10Y | +351.6% | +225.0% | +126.6% | +16.6% |
| All | +368.8% | +241.9% | +126.9% | +14.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling