+7.8%
ARKW vs VT
+66.2%
-58.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.4% | +0.4% | +1.9% | +1.5% |
| 30D | +9.4% | +1.0% | +8.4% | +7.4% |
| 3M | +8.5% | +2.4% | +6.1% | +3.8% |
| 6M | +21.4% | +12.0% | +9.4% | -3.9% |
| YTD | +7.6% | +15.3% | -7.8% | -19.8% |
| 1Y | +3.8% | +22.6% | -18.8% | -31.6% |
| 3Y | +176.7% | +74.7% | +102.1% | -13.1% |
| All | +7.8% | +66.2% | -58.3% | -59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling