+123.4%
VRT vs ARKK
+15.4%
+108.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.4% | +5.1% |
| 7D | +9.1% | +1.9% | +7.2% | +7.6% |
| 30D | +0.9% | +13.2% | -12.2% | -8.3% |
| 3M | -13.4% | +7.7% | -21.1% | -18.3% |
| 6M | +11.7% | +15.1% | -3.4% | -0.9% |
| YTD | +73.2% | +12.1% | +61.1% | +55.8% |
| 1Y | +123.4% | +14.9% | +108.5% | +120.2% |
| All | +123.4% | +15.4% | +108.0% | +120.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling