-12.2%
JOBY vs VCLT
+11.4%
-23.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.2% | +1.2% |
| 7D | -5.2% | -1.4% | -3.8% | -3.1% |
| 30D | -19.7% | -1.2% | -18.5% | -18.2% |
| 3M | -31.7% | -4.8% | -27.0% | -26.2% |
| 6M | -37.5% | -2.6% | -35.0% | -34.1% |
| YTD | -51.6% | -3.3% | -48.2% | -48.4% |
| 1Y | -53.3% | -4.8% | -48.5% | -49.2% |
| 3Y | -12.2% | +11.5% | -23.7% | -23.5% |
| All | -12.2% | +11.4% | -23.6% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 3y: compounded portfolio wealth divided by compounded VCLT 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…
3y analysis · Full analysis span regression · 6 months rolling