-36.1%
JOBY vs VIG
+9.7%
-45.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -4.8% |
| 7D | -5.9% | -1.2% | -4.7% | -3.0% |
| 30D | -27.1% | -2.8% | -24.3% | -21.5% |
| 3M | -30.7% | +2.5% | -33.2% | -34.8% |
| 6M | -36.1% | +8.1% | -44.2% | -45.2% |
| All | -36.1% | +9.7% | -45.7% | -45.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling