+74.8%
VZ vs ARKK
+325.8%
-251.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.6% |
| 7D | +0.9% | -2.4% | +3.3% | +1.0% |
| 30D | +8.9% | -10.8% | +19.8% | +9.4% |
| 3M | +0.1% | -2.6% | +2.8% | 0.0% |
| 6M | +1.9% | -1.9% | +3.9% | +1.7% |
| YTD | +22.0% | +2.0% | +20.0% | +21.3% |
| 1Y | +22.1% | -4.4% | +26.5% | +21.8% |
| 3Y | +58.7% | +97.5% | -38.8% | +47.7% |
| 5Y | +22.3% | -32.0% | +54.3% | +22.2% |
| 10Y | +71.6% | +317.7% | -246.1% | +23.2% |
| All | +74.8% | +325.8% | -251.0% | +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