-28.0%
JOBY vs VCLT
-17.2%
-10.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.2% | +1.2% |
| 7D | -5.2% | -1.4% | -3.8% | -3.6% |
| 30D | -19.7% | -1.2% | -18.5% | -18.5% |
| 3M | -31.7% | -4.8% | -27.0% | -27.5% |
| 6M | -37.5% | -2.6% | -35.0% | -34.9% |
| YTD | -51.6% | -3.3% | -48.2% | -49.1% |
| 1Y | -53.3% | -4.8% | -48.5% | -50.0% |
| 3Y | -12.2% | +11.5% | -23.7% | -19.8% |
| All | -28.0% | -17.2% | -10.8% | -30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling