+9.4%
JOBY vs VLTO
+26.2%
-16.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.9% |
| 7D | +2.2% | -1.6% | +3.8% | +3.1% |
| 30D | -20.8% | -2.9% | -18.0% | -19.6% |
| 3M | -29.5% | +12.7% | -42.2% | -35.3% |
| 6M | -28.4% | +1.6% | -30.0% | -29.7% |
| YTD | -48.2% | -4.0% | -44.2% | -47.1% |
| 1Y | -49.1% | -10.2% | -38.9% | -45.3% |
| All | +9.4% | +26.2% | -16.7% | -11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling