-34.9%
JOBY vs VO
+81.2%
-116.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.6% |
| 7D | +2.2% | +0.6% | +1.6% | +1.0% |
| 30D | -20.8% | -1.1% | -19.8% | -19.2% |
| 3M | -29.5% | +4.5% | -34.0% | -35.1% |
| 6M | -28.4% | +11.1% | -39.4% | -40.7% |
| YTD | -48.2% | +13.5% | -61.7% | -58.4% |
| 1Y | -49.1% | +14.5% | -63.6% | -59.2% |
| 3Y | -6.3% | +58.1% | -64.4% | -55.3% |
| 5Y | -27.2% | +43.3% | -70.5% | -56.1% |
| All | -34.9% | +81.2% | -116.0% | -67.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling