+354.4%
ARKK vs VTRS
-62.0%
+416.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | -3.1% | -2.2% | -0.9% | -2.4% |
| 30D | +2.7% | +3.3% | -0.6% | +1.7% |
| 3M | +10.8% | +2.0% | +8.8% | +9.7% |
| 6M | +14.4% | +19.9% | -5.6% | +7.3% |
| YTD | +8.7% | +35.7% | -27.1% | -2.3% |
| 1Y | +6.7% | +68.1% | -61.4% | -10.5% |
| 3Y | +87.4% | +87.1% | +0.3% | +48.9% |
| 5Y | -29.5% | +47.6% | -77.1% | -41.3% |
| 10Y | +331.8% | -48.2% | +380.0% | +321.3% |
| All | +354.4% | -62.0% | +416.5% | +347.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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