-65.8%
JOBY vs VGT
+18.8%
-84.6%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +3.8% |
| 7D | -0.6% | -6.5% | +5.9% | +10.4% |
| 30D | -12.6% | -10.6% | -2.1% | +4.3% |
| 3M | -36.6% | -3.7% | -32.9% | -33.5% |
| 6M | -43.0% | +10.4% | -53.4% | -52.1% |
| YTD | -61.7% | +23.1% | -84.8% | -72.8% |
| 1Y | -65.8% | +19.9% | -85.7% | -74.3% |
| All | -65.8% | +18.8% | -84.6% | -74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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