+1,216.9%
VST vs ARKK
+318.5%
+898.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.9% |
| 7D | +8.9% | +1.9% | +7.0% | +8.1% |
| 30D | +6.2% | +13.2% | -7.0% | +1.6% |
| 3M | -2.7% | +7.7% | -10.4% | -5.6% |
| 6M | -8.4% | +15.1% | -23.4% | -13.2% |
| YTD | -7.2% | +12.1% | -19.3% | -11.4% |
| 1Y | -20.9% | +14.9% | -35.8% | -25.3% |
| 3Y | +384.0% | +99.3% | +284.7% | +286.5% |
| 5Y | +757.1% | -29.9% | +787.0% | +758.8% |
| All | +1,216.9% | +318.5% | +898.3% | +467.3% |
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