+331.8%
ARKK vs VTR
+99.2%
+232.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | -3.1% | -0.3% | -2.8% | -3.0% |
| 30D | +2.7% | +1.1% | +1.6% | +2.4% |
| 3M | +10.8% | +7.9% | +2.9% | +7.5% |
| 6M | +14.4% | +6.2% | +8.2% | +11.2% |
| YTD | +8.7% | +17.7% | -9.1% | +2.0% |
| 1Y | +6.7% | +32.9% | -26.2% | -4.1% |
| 3Y | +87.4% | +129.7% | -42.3% | +39.2% |
| 5Y | -29.5% | +89.3% | -118.8% | -44.7% |
| All | +331.8% | +99.2% | +232.6% | +192.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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