+170.3%
VRTX vs ARKK
-29.6%
+199.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | +0.1% |
| 7D | -5.6% | -3.1% | -2.6% | -5.2% |
| 30D | -2.0% | +2.7% | -4.7% | -2.4% |
| 3M | +15.8% | +10.8% | +5.1% | +13.9% |
| 6M | +4.7% | +14.4% | -9.7% | +2.3% |
| YTD | +13.7% | +8.7% | +5.0% | +11.7% |
| 1Y | +29.7% | +6.7% | +23.0% | +27.4% |
| 3Y | +48.4% | +87.4% | -39.0% | +32.5% |
| All | +170.3% | -29.6% | +199.9% | +154.0% |
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