+25.2%
VZ vs ARKK
-5.7%
+30.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.1% |
| 7D | +6.9% | -6.7% | +13.6% | +5.4% |
| 30D | +2.3% | -13.4% | +15.6% | -0.5% |
| 3M | 0.0% | +4.7% | -4.7% | +1.2% |
| 6M | +0.2% | +2.7% | -2.5% | +1.5% |
| YTD | +20.9% | +4.5% | +16.4% | +22.7% |
| 1Y | +25.2% | -3.7% | +29.0% | +26.4% |
| All | +25.2% | -5.7% | +30.9% | +26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling