+800.0%
VGT vs ARKK
+331.8%
+468.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +0.9% |
| 7D | -0.2% | -3.1% | +2.9% | +1.3% |
| 30D | -0.4% | +2.7% | -3.2% | -2.0% |
| 3M | +4.4% | +10.8% | -6.3% | -0.9% |
| 6M | +32.1% | +14.4% | +17.7% | +23.0% |
| YTD | +28.8% | +8.7% | +20.1% | +22.4% |
| 1Y | +35.3% | +6.7% | +28.6% | +29.0% |
| 3Y | +124.8% | +87.4% | +37.4% | +56.6% |
| 5Y | +137.9% | -29.5% | +167.4% | +152.8% |
| All | +800.0% | +331.8% | +468.2% | +236.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling