-39.1%
JOBY vs VGT
+199.3%
-238.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | -0.3% |
| 7D | -5.2% | -0.2% | -5.0% | -5.0% |
| 30D | -19.7% | -0.4% | -19.3% | -19.3% |
| 3M | -31.7% | +4.4% | -36.2% | -35.0% |
| 6M | -37.5% | +32.1% | -69.6% | -55.1% |
| YTD | -51.6% | +28.8% | -80.4% | -63.8% |
| 1Y | -53.3% | +35.3% | -88.6% | -66.9% |
| 3Y | -12.2% | +124.8% | -137.0% | -66.5% |
| 5Y | -31.3% | +137.9% | -169.2% | -74.6% |
| All | -39.1% | +199.3% | -238.4% | -80.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling