-39.9%
JOBY vs VICR
+103.3%
-143.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | -0.7% |
| 7D | -8.2% | -0.4% | -7.8% | -8.1% |
| 30D | -25.1% | -15.6% | -9.5% | -21.7% |
| 3M | -28.8% | -35.4% | +6.6% | -20.6% |
| 6M | -36.1% | +1.3% | -37.4% | -40.4% |
| YTD | -52.2% | +62.5% | -114.7% | -62.3% |
| 1Y | -52.4% | +255.5% | -307.9% | -72.0% |
| 3Y | -13.6% | +182.0% | -195.6% | -49.9% |
| 5Y | -32.2% | +42.9% | -75.1% | -55.9% |
| All | -39.9% | +103.3% | -143.2% | -64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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