-39.9%
JOBY vs VGT
+195.7%
-235.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -0.4% |
| 7D | -8.2% | -1.0% | -7.1% | -6.9% |
| 30D | -25.1% | -0.4% | -24.6% | -24.7% |
| 3M | -28.8% | +6.6% | -35.4% | -34.0% |
| 6M | -36.1% | +31.0% | -67.2% | -53.6% |
| YTD | -52.2% | +27.2% | -79.4% | -63.7% |
| 1Y | -52.4% | +34.5% | -86.9% | -65.9% |
| 3Y | -13.6% | +123.1% | -136.7% | -66.7% |
| 5Y | -32.2% | +135.1% | -167.2% | -74.5% |
| All | -39.9% | +195.7% | -235.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling