-12.2%
JOBY vs VEU
+73.8%
-86.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.2% | -0.9% |
| 7D | -5.2% | -1.4% | -3.8% | -2.3% |
| 30D | -19.7% | -0.4% | -19.3% | -18.9% |
| 3M | -31.7% | +2.5% | -34.3% | -34.6% |
| 6M | -37.5% | +11.1% | -48.7% | -47.9% |
| YTD | -51.6% | +16.5% | -68.1% | -63.3% |
| 1Y | -53.3% | +22.9% | -76.2% | -67.9% |
| 3Y | -12.2% | +73.4% | -85.6% | -73.0% |
| All | -12.2% | +73.8% | -86.0% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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