+336.3%
VTI vs ARKK
+350.7%
-14.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | 0.0% |
| 7D | -2.0% | -4.7% | +2.7% | -0.4% |
| 30D | -1.9% | +3.1% | -5.0% | -3.2% |
| 3M | +4.5% | +13.8% | -9.2% | -0.6% |
| 6M | +12.6% | +14.0% | -1.4% | +6.5% |
| YTD | +12.0% | +8.0% | +4.0% | +7.6% |
| 1Y | +17.3% | +9.9% | +7.4% | +11.3% |
| 3Y | +75.3% | +90.2% | -14.8% | +31.4% |
| 5Y | +74.0% | -29.9% | +103.9% | +78.1% |
| 10Y | +300.0% | +329.1% | -29.1% | +65.9% |
| All | +336.3% | +350.7% | -14.4% | +72.5% |
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