+56.8%
ARKX vs VOO
+108.2%
-51.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.5% |
| 7D | 0.0% | -0.4% | +0.3% | +0.4% |
| 30D | -7.5% | -1.4% | -6.1% | -5.7% |
| 3M | -5.5% | +3.7% | -9.2% | -9.5% |
| 6M | -0.3% | +13.0% | -13.3% | -13.9% |
| YTD | +9.9% | +12.4% | -2.6% | -4.3% |
| 1Y | +24.9% | +18.6% | +6.3% | +2.4% |
| 3Y | +121.6% | +78.1% | +43.5% | +12.7% |
| 5Y | +52.5% | +82.3% | -29.8% | -24.0% |
| All | +56.8% | +108.2% | -51.4% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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