-48.5%
JOBY vs VIG
+16.9%
-65.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -0.5% |
| 7D | -3.4% | -0.4% | -3.0% | -2.2% |
| 30D | -13.6% | -1.0% | -12.6% | -11.1% |
| 3M | -39.5% | +2.8% | -42.3% | -43.8% |
| 6M | -31.9% | +8.2% | -40.0% | -44.6% |
| YTD | -48.9% | +11.0% | -60.0% | -61.7% |
| 1Y | -48.5% | +16.1% | -64.7% | -62.7% |
| All | -48.5% | +16.9% | -65.4% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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