-34.7%
JOBY vs VCIT
+3.2%
-37.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.2% | +4.1% |
| 7D | +28.5% | +0.7% | +27.8% | +26.3% |
| 30D | +13.6% | +1.8% | +11.8% | +8.8% |
| 3M | -28.5% | -1.6% | -26.9% | -25.5% |
| 6M | -43.1% | -2.1% | -41.1% | -39.7% |
| YTD | -53.2% | -1.6% | -51.6% | -50.7% |
| 1Y | -58.5% | -0.8% | -57.7% | -57.0% |
| 3Y | +16.6% | +19.9% | -3.3% | -18.9% |
| 5Y | -34.7% | +3.3% | -38.0% | -46.7% |
| All | -34.7% | +3.2% | -37.9% | -46.7% |
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