-38.9%
JOBY vs VRSN
+40.8%
-79.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.7% | -7.8% | -7.0% |
| 7D | -5.9% | -1.0% | -4.8% | -5.5% |
| 30D | -27.1% | -1.9% | -25.2% | -26.6% |
| 3M | -30.7% | +1.4% | -32.1% | -32.4% |
| 6M | -36.1% | +19.0% | -55.1% | -43.7% |
| YTD | -51.4% | +19.2% | -70.6% | -57.5% |
| 1Y | -52.2% | +1.7% | -53.8% | -53.8% |
| 3Y | -12.1% | +41.4% | -53.5% | -35.5% |
| 5Y | -31.1% | +31.7% | -62.8% | -46.7% |
| All | -38.9% | +40.8% | -79.7% | -55.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling