+60.2%
ARKX vs VT
+84.7%
-24.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.6% |
| 7D | +2.2% | +1.0% | +1.2% | +0.7% |
| 30D | -5.1% | -0.2% | -4.9% | -4.8% |
| 3M | -5.4% | +4.5% | -9.9% | -10.7% |
| 6M | +4.1% | +14.1% | -10.0% | -12.4% |
| YTD | +12.2% | +14.8% | -2.5% | -6.1% |
| 1Y | +26.3% | +21.2% | +5.1% | -1.3% |
| 3Y | +126.3% | +76.6% | +49.7% | +9.9% |
| 5Y | +55.5% | +66.6% | -11.1% | -17.8% |
| All | +60.2% | +84.7% | -24.5% | -25.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling