-38.9%
JOBY vs VOO
+127.5%
-166.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.7% | -5.3% |
| 7D | -5.9% | -0.4% | -5.5% | -5.2% |
| 30D | -27.1% | -1.4% | -25.8% | -25.0% |
| 3M | -30.7% | +3.7% | -34.5% | -34.7% |
| 6M | -36.1% | +13.0% | -49.1% | -47.6% |
| YTD | -51.4% | +12.4% | -63.8% | -59.5% |
| 1Y | -52.2% | +18.6% | -70.8% | -63.3% |
| 3Y | -12.1% | +78.1% | -90.1% | -65.6% |
| 5Y | -31.1% | +82.3% | -113.4% | -72.2% |
| All | -38.9% | +127.5% | -166.4% | -80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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