-38.9%
JOBY vs VEU
+83.5%
-122.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.8% | -5.4% | -4.7% |
| 7D | -5.9% | +0.3% | -6.2% | -6.4% |
| 30D | -27.1% | +0.7% | -27.8% | -28.0% |
| 3M | -30.7% | +4.7% | -35.4% | -35.7% |
| 6M | -36.1% | +11.6% | -47.7% | -46.1% |
| YTD | -51.4% | +16.8% | -68.2% | -62.0% |
| 1Y | -52.2% | +24.9% | -77.0% | -66.6% |
| 3Y | -12.1% | +75.7% | -87.8% | -64.9% |
| 5Y | -31.1% | +56.1% | -87.2% | -65.5% |
| All | -38.9% | +83.5% | -122.4% | -72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling