+516.0%
ARKQ vs VT
+221.4%
+294.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.2% |
| 7D | +3.2% | +1.0% | +2.2% | +1.8% |
| 30D | -3.0% | -0.2% | -2.7% | -2.6% |
| 3M | -5.8% | +4.5% | -10.3% | -11.0% |
| 6M | +4.5% | +14.1% | -9.5% | -12.0% |
| YTD | +8.2% | +14.8% | -6.6% | -9.4% |
| 1Y | +27.9% | +21.2% | +6.7% | -0.1% |
| 3Y | +128.3% | +76.6% | +51.7% | +10.7% |
| 5Y | +49.1% | +66.6% | -17.5% | -19.8% |
| 10Y | +516.0% | +222.3% | +293.8% | +69.4% |
| All | +516.0% | +221.4% | +294.6% | +69.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling