+34.1%
ARKX vs VT
+53.4%
-19.3%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +4.8% |
| 7D | -4.6% | -2.3% | -2.3% | -1.4% |
| 30D | -12.9% | -5.0% | -7.9% | -6.3% |
| 3M | -13.9% | -4.9% | -9.0% | -7.4% |
| 6M | -16.0% | -1.5% | -14.4% | -13.3% |
| YTD | -1.9% | +8.5% | -10.4% | -11.1% |
| 1Y | 0.0% | +11.4% | -11.3% | -12.3% |
| 3Y | +112.7% | +70.1% | +42.7% | +8.9% |
| All | +34.1% | +53.4% | -19.3% | -21.2% |
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