+87.4%
ARKK vs VYM
+65.1%
+22.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | -0.7% |
| 7D | -3.1% | -0.8% | -2.3% | -1.5% |
| 30D | +2.7% | -2.2% | +5.0% | +7.4% |
| 3M | +10.8% | +3.1% | +7.7% | +4.4% |
| 6M | +14.4% | +9.7% | +4.7% | -4.6% |
| YTD | +8.7% | +14.9% | -6.2% | -17.2% |
| 1Y | +6.7% | +17.6% | -10.8% | -22.1% |
| 3Y | +87.4% | +65.3% | +22.1% | -34.9% |
| All | +87.4% | +65.1% | +22.3% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 3y: compounded portfolio wealth divided by compounded VYM 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…
3y analysis · Full analysis span regression · 6 months rolling