-49.1%
JOBY vs VCIT
+3.3%
-52.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.7% | -8.5% | -7.5% |
| 7D | +0.8% | -1.4% | +2.1% | +4.4% |
| 30D | +7.9% | +0.8% | +7.1% | +6.2% |
| 3M | -32.9% | -1.7% | -31.2% | -29.7% |
| 6M | -49.1% | -2.1% | -47.0% | -45.9% |
| YTD | -59.5% | -2.0% | -57.5% | -56.9% |
| 1Y | -67.2% | -1.5% | -65.8% | -65.5% |
| 3Y | +2.9% | +19.0% | -16.1% | -26.2% |
| 5Y | -41.3% | +3.8% | -45.1% | -48.9% |
| All | -49.1% | +3.3% | -52.5% | -55.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling