+89.6%
VRT vs ARKK
+10.0%
+79.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.1% |
| 7D | -8.4% | -3.1% | -5.3% | -6.1% |
| 30D | -10.9% | +2.7% | -13.6% | -12.7% |
| 3M | -13.7% | +10.8% | -24.4% | -20.4% |
| 6M | -4.1% | +14.4% | -18.5% | -15.0% |
| YTD | +58.7% | +8.7% | +50.1% | +46.0% |
| 1Y | +89.6% | +6.7% | +82.9% | +76.5% |
| All | +89.6% | +10.0% | +79.6% | +76.5% |
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