+157.1%
VEA vs ARKK
+350.7%
-193.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.5% | -0.7% |
| 7D | -2.1% | -4.7% | +2.6% | -0.7% |
| 30D | -1.1% | +3.1% | -4.1% | -2.0% |
| 3M | +5.1% | +13.8% | -8.7% | +1.0% |
| 6M | +9.8% | +14.0% | -4.2% | +5.3% |
| YTD | +15.9% | +8.0% | +7.9% | +12.5% |
| 1Y | +24.6% | +9.9% | +14.6% | +19.6% |
| 3Y | +75.5% | +90.2% | -14.6% | +39.0% |
| 5Y | +59.4% | -29.9% | +89.3% | +62.9% |
| 10Y | +160.3% | +329.1% | -168.8% | +14.2% |
| All | +157.1% | +350.7% | -193.6% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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