+1,096.1%
VLO vs ARKK
+367.1%
+729.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.2% | +3.4% | +3.3% |
| 7D | +5.8% | +3.6% | +2.2% | +4.8% |
| 30D | +28.3% | +8.4% | +20.0% | +25.4% |
| 3M | +48.7% | +13.4% | +35.3% | +42.9% |
| 6M | +71.9% | +18.9% | +53.0% | +61.2% |
| YTD | +138.7% | +11.9% | +126.8% | +127.2% |
| 1Y | +148.5% | +13.1% | +135.4% | +134.2% |
| 3Y | +192.7% | +97.1% | +95.6% | +125.9% |
| 5Y | +601.6% | -27.8% | +629.4% | +640.4% |
| 10Y | +900.2% | +338.5% | +561.7% | +231.1% |
| All | +1,096.1% | +367.1% | +729.0% | +274.6% |
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 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