+62.8%
VZ vs ARKK
+329.1%
-266.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.2% | +0.5% |
| 7D | -1.2% | -4.7% | +3.5% | -1.0% |
| 30D | +5.7% | +3.1% | +2.7% | +5.6% |
| 3M | +8.2% | +13.8% | -5.5% | +7.5% |
| 6M | +1.7% | +14.0% | -12.2% | +0.9% |
| YTD | +28.9% | +8.0% | +20.9% | +28.1% |
| 1Y | +22.7% | +9.9% | +12.8% | +21.7% |
| 3Y | +82.7% | +90.2% | -7.5% | +72.2% |
| 5Y | +26.4% | -29.9% | +56.3% | +26.0% |
| All | +62.8% | +329.1% | -266.3% | +24.6% |
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