-65.8%
JOBY vs VCIT
-0.8%
-65.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.6% | +3.5% | +1.2% |
| 7D | -0.6% | +0.4% | -1.0% | -2.7% |
| 30D | -12.6% | +2.2% | -14.8% | -21.4% |
| 3M | -36.6% | -1.8% | -34.8% | -29.8% |
| 6M | -43.0% | -1.6% | -41.4% | -36.3% |
| YTD | -61.7% | -1.7% | -60.0% | -57.6% |
| 1Y | -65.8% | -0.8% | -64.9% | -64.3% |
| All | -65.8% | -0.8% | -65.0% | -64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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