+454.3%
ARKQ vs VT
+217.6%
+236.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | +0.1% |
| 7D | -1.0% | -0.1% | -0.9% | -0.6% |
| 30D | -11.1% | -3.1% | -8.0% | -6.7% |
| 3M | -14.1% | -3.5% | -10.6% | -9.2% |
| 6M | -18.6% | +0.5% | -19.0% | -18.0% |
| YTD | -4.2% | +10.8% | -15.0% | -15.4% |
| 1Y | -5.5% | +11.9% | -17.3% | -17.4% |
| 3Y | +123.5% | +73.0% | +50.5% | +11.6% |
| 5Y | +28.6% | +58.6% | -30.0% | -26.0% |
| 10Y | +454.3% | +219.2% | +235.1% | +50.9% |
| All | +454.3% | +217.6% | +236.6% | +50.9% |
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