+297.8%
VTI vs ARKK
+331.8%
-34.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -0.9% | -3.1% | +2.2% | +0.1% |
| 30D | -1.4% | +2.7% | -4.2% | -2.6% |
| 3M | +3.6% | +10.8% | -7.2% | -0.5% |
| 6M | +13.6% | +14.4% | -0.8% | +7.4% |
| YTD | +12.9% | +8.7% | +4.3% | +8.3% |
| 1Y | +17.2% | +6.7% | +10.5% | +12.4% |
| 3Y | +75.7% | +87.4% | -11.7% | +33.0% |
| 5Y | +75.4% | -29.5% | +104.9% | +79.6% |
| All | +297.8% | +331.8% | -34.0% | +77.0% |
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