-7.0%
JOBY vs VLTO
+70.6%
-77.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.6% | -5.5% | -5.2% |
| 7D | -14.3% | +1.0% | -15.3% | -14.7% |
| 30D | +10.2% | +17.5% | -7.3% | +1.5% |
| 3M | -38.5% | +21.4% | -59.9% | -44.4% |
| 6M | -54.1% | +38.1% | -92.2% | -62.2% |
| YTD | -61.5% | +19.0% | -80.5% | -64.8% |
| 1Y | -65.7% | +20.7% | -86.3% | -69.1% |
| 3Y | -7.0% | +64.3% | -71.2% | -25.7% |
| All | -7.0% | +70.6% | -77.6% | -25.7% |
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