-52.2%
JOBY vs VLTO
-10.6%
-41.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.8% | -5.3% | -6.2% |
| 7D | -5.9% | -2.6% | -3.3% | -6.1% |
| 30D | -27.1% | -2.5% | -24.7% | -27.3% |
| 3M | -30.7% | +10.1% | -40.8% | -30.4% |
| 6M | -36.1% | +1.0% | -37.1% | -34.3% |
| YTD | -51.4% | -4.8% | -46.6% | -49.9% |
| 1Y | -52.2% | -9.3% | -42.8% | -48.4% |
| All | -52.2% | -10.6% | -41.6% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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