+609.6%
VLO vs ARKK
-31.2%
+640.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.7% |
| 7D | +4.0% | -4.7% | +8.7% | +4.6% |
| 30D | +19.0% | +3.1% | +15.9% | +18.4% |
| 3M | +50.0% | +13.8% | +36.2% | +47.1% |
| 6M | +79.1% | +14.0% | +65.2% | +74.8% |
| YTD | +140.3% | +8.0% | +132.3% | +136.0% |
| 1Y | +148.3% | +9.9% | +138.4% | +142.6% |
| 3Y | +194.6% | +90.2% | +104.5% | +163.8% |
| 5Y | +609.6% | -29.9% | +639.5% | +606.7% |
| All | +609.6% | -31.2% | +640.7% | +606.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling