-28.0%
JOBY vs VRSN
+33.8%
-61.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | -0.1% | +0.6% |
| 7D | -5.2% | +0.2% | -5.4% | -5.4% |
| 30D | -19.7% | +3.8% | -23.5% | -21.4% |
| 3M | -31.7% | +5.0% | -36.7% | -34.4% |
| 6M | -37.5% | +24.9% | -62.4% | -46.5% |
| YTD | -51.6% | +21.6% | -73.2% | -58.2% |
| 1Y | -53.3% | +2.4% | -55.7% | -54.9% |
| 3Y | -12.2% | +47.3% | -59.6% | -38.0% |
| All | -28.0% | +33.8% | -61.9% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 5y: compounded portfolio wealth divided by compounded VRSN 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…
5y analysis · Full analysis span regression · 6 months rolling