+499.4%
ARKQ vs VT
+232.2%
+267.3%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.6% | +2.9% | +1.9% |
| 7D | +0.6% | +0.4% | +0.3% | +0.3% |
| 30D | -10.5% | -2.6% | -7.9% | -7.0% |
| 3M | -13.5% | -3.2% | -10.3% | -9.2% |
| 6M | -18.0% | +0.9% | -19.0% | -18.0% |
| YTD | -3.6% | +11.3% | -14.9% | -14.7% |
| 1Y | -2.2% | +14.0% | -16.2% | -15.8% |
| 3Y | +127.9% | +75.8% | +52.0% | +16.7% |
| 5Y | +27.5% | +57.8% | -30.3% | -23.4% |
| 10Y | +468.5% | +219.8% | +248.7% | +73.0% |
| All | +499.4% | +232.2% | +267.3% | +75.4% |
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 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