+47.9%
ARKX vs VT
+79.2%
-31.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.1% | +2.0% |
| 7D | +1.6% | +0.4% | +1.2% | +1.1% |
| 30D | -6.7% | -2.6% | -4.1% | -3.0% |
| 3M | -12.4% | -3.2% | -9.1% | -8.0% |
| 6M | -12.6% | +0.9% | -13.5% | -12.9% |
| YTD | +3.6% | +11.3% | -7.7% | -9.3% |
| 1Y | +5.0% | +14.0% | -9.0% | -10.7% |
| 3Y | +126.1% | +75.8% | +50.3% | +11.0% |
| 5Y | +42.5% | +57.8% | -15.3% | -18.9% |
| All | +47.9% | +79.2% | -31.2% | -27.9% |
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