-48.5%
JOBY vs VO
+15.8%
-64.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.3% |
| 7D | -3.4% | -0.3% | -3.2% | -2.7% |
| 30D | -13.6% | -0.3% | -13.3% | -12.9% |
| 3M | -39.5% | +2.9% | -42.4% | -43.7% |
| 6M | -31.9% | +9.3% | -41.2% | -45.5% |
| YTD | -48.9% | +14.2% | -63.1% | -64.1% |
| 1Y | -48.5% | +15.3% | -63.8% | -62.6% |
| All | -48.5% | +15.8% | -64.4% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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