-21.9%
JOBY vs VG
-38.0%
+16.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.7% | +1.3% |
| 7D | +2.2% | -2.5% | +4.8% | +2.4% |
| 30D | -20.8% | +11.1% | -31.9% | -21.6% |
| 3M | -29.5% | +14.9% | -44.4% | -30.7% |
| 6M | -28.4% | +18.4% | -46.7% | -31.9% |
| YTD | -48.2% | +116.6% | -164.8% | -57.1% |
| 1Y | -49.1% | +9.4% | -58.4% | -52.2% |
| All | -21.9% | -38.0% | +16.1% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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