-23.1%
JOBY vs VG
-39.3%
+16.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.9% |
| 7D | -3.4% | +1.7% | -5.1% | -3.6% |
| 30D | -13.6% | +16.0% | -29.6% | -14.7% |
| 3M | -39.5% | +9.7% | -49.2% | -40.3% |
| 6M | -31.9% | +29.6% | -61.4% | -36.6% |
| YTD | -48.9% | +112.0% | -161.0% | -57.6% |
| 1Y | -48.5% | +12.8% | -61.4% | -52.3% |
| All | -23.1% | -39.3% | +16.3% | -20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling