+468.4%
ARKQ vs VT
+223.7%
+244.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.2% | +5.1% |
| 7D | -5.7% | -2.3% | -3.3% | -2.5% |
| 30D | -16.2% | -5.0% | -11.2% | -9.9% |
| 3M | -14.9% | -4.9% | -10.1% | -8.6% |
| 6M | -21.8% | -1.5% | -20.2% | -19.0% |
| YTD | -8.6% | +8.5% | -17.1% | -16.3% |
| 1Y | -7.4% | +11.4% | -18.8% | -17.8% |
| 3Y | +113.4% | +70.1% | +43.3% | +14.1% |
| 5Y | +19.3% | +53.7% | -34.4% | -25.8% |
| 10Y | +449.9% | +220.0% | +230.0% | +69.3% |
| All | +468.4% | +223.7% | +244.6% | +72.0% |
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