+354.4%
ARKK vs VTV
+263.6%
+90.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | -0.3% |
| 7D | -3.1% | -1.1% | -2.0% | -1.7% |
| 30D | +2.7% | -1.0% | +3.7% | +4.1% |
| 3M | +10.8% | +4.6% | +6.1% | +4.6% |
| 6M | +14.4% | +13.5% | +0.9% | -2.2% |
| YTD | +8.7% | +18.5% | -9.8% | -11.9% |
| 1Y | +6.7% | +22.9% | -16.1% | -17.1% |
| 3Y | +87.4% | +67.8% | +19.6% | +3.4% |
| 5Y | -29.5% | +81.8% | -111.3% | -62.7% |
| 10Y | +331.8% | +233.0% | +98.8% | +28.7% |
| All | +354.4% | +263.6% | +90.8% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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