-48.5%
JOBY vs VFC
-6.8%
-41.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.4% | -4.3% | -2.8% |
| 7D | -3.4% | -1.6% | -1.8% | -2.9% |
| 30D | -13.6% | -11.6% | -2.0% | -9.6% |
| 3M | -39.5% | -18.1% | -21.4% | -35.3% |
| 6M | -31.9% | -27.4% | -4.5% | -23.9% |
| YTD | -48.9% | -24.8% | -24.1% | -43.3% |
| 1Y | -48.5% | -8.2% | -40.3% | -46.4% |
| All | -48.5% | -6.8% | -41.7% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 1y: compounded portfolio wealth divided by compounded VFC 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…
1y analysis · Full analysis span regression · 6 months rolling