+767.3%
ARKW vs VT
+223.7%
+543.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.0% |
| 7D | -5.6% | -2.3% | -3.3% | -2.0% |
| 30D | -16.0% | -5.0% | -11.1% | -8.8% |
| 3M | -3.2% | -4.9% | +1.6% | +5.1% |
| 6M | -4.9% | -1.5% | -3.3% | -1.6% |
| YTD | -6.0% | +8.5% | -14.5% | -15.7% |
| 1Y | -12.8% | +11.4% | -24.2% | -24.7% |
| 3Y | +145.0% | +70.1% | +75.0% | +17.5% |
| 5Y | -8.1% | +53.7% | -61.9% | -45.5% |
| 10Y | +599.8% | +220.0% | +379.9% | +96.1% |
| All | +767.3% | +223.7% | +543.6% | +139.6% |
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