+74.6%
VZ vs ARKK
+315.1%
-240.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | 0.0% |
| 7D | +0.9% | +4.6% | -3.6% | +0.7% |
| 30D | +6.9% | -12.2% | +19.2% | +7.4% |
| 3M | +0.6% | -6.0% | +6.6% | +0.7% |
| 6M | +0.3% | -2.2% | +2.5% | +0.1% |
| YTD | +21.9% | -0.5% | +22.4% | +21.3% |
| 1Y | +21.7% | -6.0% | +27.7% | +21.4% |
| 3Y | +58.5% | +92.5% | -34.0% | +47.7% |
| 5Y | +22.4% | -34.4% | +56.8% | +22.5% |
| 10Y | +71.4% | +307.2% | -235.8% | +23.2% |
| All | +74.6% | +315.1% | -240.5% | +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 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