+1,232.7%
VST vs ARKK
+310.5%
+922.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.2% |
| 7D | +5.3% | +1.4% | +3.9% | +4.8% |
| 30D | +5.8% | +5.1% | +0.6% | +3.8% |
| 3M | +3.5% | +12.7% | -9.3% | -1.1% |
| 6M | -7.4% | +13.8% | -21.2% | -12.0% |
| YTD | -6.1% | +9.9% | -16.0% | -9.8% |
| 1Y | -21.6% | +10.4% | -32.0% | -25.0% |
| 3Y | +357.2% | +93.6% | +263.6% | +268.4% |
| 5Y | +777.0% | -29.4% | +806.4% | +777.3% |
| All | +1,232.7% | +310.5% | +922.3% | +478.0% |
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 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