+147.3%
VXUS vs ARKK
+331.8%
-184.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.8% |
| 7D | -1.4% | -3.1% | +1.6% | -0.6% |
| 30D | -0.5% | +2.7% | -3.2% | -1.3% |
| 3M | +2.6% | +10.8% | -8.2% | -0.6% |
| 6M | +10.9% | +14.4% | -3.5% | +6.3% |
| YTD | +16.1% | +8.7% | +7.5% | +12.6% |
| 1Y | +22.3% | +6.7% | +15.5% | +18.5% |
| 3Y | +72.0% | +87.4% | -15.4% | +37.5% |
| 5Y | +54.1% | -29.5% | +83.6% | +58.0% |
| All | +147.3% | +331.8% | -184.5% | +24.0% |
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