-43.6%
JOBY vs VCIT
+3.6%
-47.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -2.6% |
| 7D | +22.1% | +0.1% | +22.0% | +21.9% |
| 30D | +8.8% | +1.1% | +7.7% | +6.1% |
| 3M | -32.8% | -1.4% | -31.4% | -30.4% |
| 6M | -45.5% | -2.3% | -43.2% | -41.9% |
| YTD | -55.2% | -1.8% | -53.4% | -52.5% |
| 1Y | -62.5% | -1.0% | -61.5% | -60.9% |
| 3Y | +14.1% | +19.3% | -5.2% | -18.7% |
| 5Y | -35.9% | +3.8% | -39.7% | -44.5% |
| All | -43.6% | +3.6% | -47.2% | -51.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling