+2,826.7%
VRT vs ARKK
+105.7%
+2,720.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.8% | +3.8% |
| 7D | +13.6% | +3.6% | +10.0% | +11.2% |
| 30D | +6.8% | +8.4% | -1.6% | +1.4% |
| 3M | -3.2% | +13.4% | -16.7% | -10.5% |
| 6M | +20.3% | +18.9% | +1.4% | +7.8% |
| YTD | +79.6% | +11.9% | +67.7% | +66.5% |
| 1Y | +139.0% | +13.1% | +125.9% | +120.6% |
| 3Y | +644.6% | +97.1% | +547.5% | +402.3% |
| 5Y | +1,024.4% | -27.8% | +1,052.1% | +1,047.0% |
| All | +2,826.7% | +105.7% | +2,720.9% | +1,552.3% |
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