-27.2%
JOBY vs VCIT
+3.7%
-30.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.7% |
| 7D | +2.2% | +0.1% | +2.2% | +2.0% |
| 30D | -20.8% | -0.8% | -20.1% | -19.3% |
| 3M | -29.5% | -0.5% | -29.0% | -28.3% |
| 6M | -28.4% | -1.4% | -27.0% | -25.1% |
| YTD | -48.2% | -0.8% | -47.4% | -46.6% |
| 1Y | -49.1% | +0.3% | -49.4% | -48.7% |
| 3Y | -6.3% | +19.2% | -25.5% | -33.8% |
| 5Y | -27.2% | +3.6% | -30.8% | -46.5% |
| All | -27.2% | +3.7% | -30.9% | -46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling