+2,486.9%
VRT vs ARKK
+99.8%
+2,387.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.2% |
| 7D | -8.4% | -3.1% | -5.3% | -6.5% |
| 30D | -10.9% | +2.7% | -13.6% | -12.4% |
| 3M | -13.7% | +10.8% | -24.4% | -19.0% |
| 6M | -4.1% | +14.4% | -18.5% | -12.0% |
| YTD | +58.7% | +8.7% | +50.1% | +50.0% |
| 1Y | +89.6% | +6.7% | +82.9% | +81.6% |
| 3Y | +558.1% | +87.4% | +470.7% | +357.7% |
| 5Y | +953.0% | -29.5% | +982.4% | +992.1% |
| All | +2,486.9% | +99.8% | +2,387.1% | +1,388.8% |
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