+766.9%
VST vs ARKK
-29.5%
+796.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | +9.9% | +3.6% | +6.3% | +8.5% |
| 30D | +7.9% | +8.4% | -0.5% | +4.7% |
| 3M | +3.4% | +13.4% | -10.0% | -1.6% |
| 6M | -4.1% | +18.9% | -23.0% | -10.5% |
| YTD | -5.7% | +11.9% | -17.6% | -10.1% |
| 1Y | -18.9% | +13.1% | -31.9% | -23.1% |
| 3Y | +359.1% | +97.1% | +262.0% | +269.1% |
| 5Y | +766.9% | -27.8% | +794.7% | +653.7% |
| All | +766.9% | -29.5% | +796.3% | +653.7% |
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 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