+426.7%
VRTX vs ARKK
+331.8%
+94.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | 0.0% |
| 7D | -5.6% | -3.1% | -2.6% | -4.8% |
| 30D | -2.0% | +2.7% | -4.7% | -2.7% |
| 3M | +15.8% | +10.8% | +5.1% | +12.3% |
| 6M | +4.7% | +14.4% | -9.7% | +0.3% |
| YTD | +13.7% | +8.7% | +5.0% | +10.0% |
| 1Y | +29.7% | +6.7% | +23.0% | +25.4% |
| 3Y | +48.4% | +87.4% | -39.0% | +17.8% |
| 5Y | +173.3% | -29.5% | +202.8% | +192.4% |
| All | +426.7% | +331.8% | +94.9% | +38.7% |
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