+25.9%
VZ vs ARKK
-29.5%
+55.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +0.2% | +3.6% | -3.4% | +0.2% |
| 30D | +7.1% | +8.4% | -1.3% | +7.0% |
| 3M | +12.8% | +13.4% | -0.6% | +12.6% |
| 6M | +1.8% | +18.9% | -17.1% | +1.5% |
| YTD | +30.0% | +11.9% | +18.1% | +29.7% |
| 1Y | +24.3% | +13.1% | +11.2% | +23.9% |
| 3Y | +84.3% | +97.1% | -12.8% | +76.6% |
| 5Y | +25.9% | -27.8% | +53.7% | +16.4% |
| All | +25.9% | -29.5% | +55.4% | +16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling