+976.8%
VRT vs ARKK
-29.9%
+1,006.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.8% | -7.8% | -8.4% |
| 7D | +2.4% | +1.4% | +1.0% | +1.6% |
| 30D | -2.7% | +5.1% | -7.8% | -6.1% |
| 3M | -9.2% | +12.7% | -21.9% | -16.4% |
| 6M | -0.5% | +13.8% | -14.3% | -9.5% |
| YTD | +62.3% | +9.9% | +52.4% | +50.8% |
| 1Y | +109.6% | +10.4% | +99.2% | +94.3% |
| 3Y | +573.1% | +93.6% | +479.5% | +335.0% |
| All | +976.8% | -29.9% | +1,006.7% | +936.0% |
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