-53.3%
JOBY vs VO
+13.3%
-66.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | -1.0% |
| 7D | -5.2% | -1.5% | -3.7% | -0.9% |
| 30D | -19.7% | -3.0% | -16.7% | -12.2% |
| 3M | -31.7% | +2.8% | -34.6% | -36.8% |
| 6M | -37.5% | +10.9% | -48.5% | -52.4% |
| YTD | -51.6% | +12.5% | -64.0% | -64.5% |
| 1Y | -53.3% | +12.0% | -65.3% | -64.3% |
| All | -53.3% | +13.3% | -66.6% | -64.3% |
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