+563.0%
ARKQ vs VT
+244.2%
+318.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.4% |
| 7D | -0.1% | +0.4% | -0.5% | -0.6% |
| 30D | -0.1% | +1.0% | -1.1% | -1.3% |
| 3M | -12.4% | +2.4% | -14.8% | -14.5% |
| 6M | -0.4% | +12.0% | -12.4% | -13.2% |
| YTD | +6.6% | +15.3% | -8.7% | -10.4% |
| 1Y | +27.4% | +22.6% | +4.8% | -0.5% |
| 3Y | +122.1% | +74.7% | +47.4% | +13.9% |
| 5Y | +44.4% | +66.1% | -21.8% | -19.1% |
| 10Y | +514.5% | +225.0% | +289.5% | +80.5% |
| All | +563.0% | +244.2% | +318.8% | +84.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling