+195.0%
VLO vs ARKK
+89.0%
+106.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | +5.3% | -3.1% | +8.4% | +5.9% |
| 30D | +18.2% | +2.7% | +15.5% | +17.5% |
| 3M | +53.3% | +10.8% | +42.6% | +50.0% |
| 6M | +70.4% | +14.4% | +56.1% | +64.4% |
| YTD | +143.4% | +8.7% | +134.7% | +137.0% |
| 1Y | +153.0% | +6.7% | +146.3% | +146.0% |
| 3Y | +195.0% | +87.4% | +107.6% | +130.6% |
| All | +195.0% | +89.0% | +106.0% | +130.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling