-35.8%
JOBY vs VCIT
+4.8%
-40.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -3.4% | -0.3% | -3.1% | -2.6% |
| 30D | -13.6% | -0.8% | -12.8% | -12.0% |
| 3M | -39.5% | -1.0% | -38.5% | -37.7% |
| 6M | -31.9% | -1.8% | -30.0% | -28.0% |
| YTD | -48.9% | -0.7% | -48.2% | -47.5% |
| 1Y | -48.5% | +1.0% | -49.5% | -48.9% |
| 3Y | -8.0% | +18.8% | -26.9% | -34.4% |
| 5Y | -33.7% | +3.5% | -37.1% | -43.3% |
| All | -35.8% | +4.8% | -40.6% | -45.9% |
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