-39.1%
JOBY vs VRTX
+129.7%
-168.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -5.2% | -5.6% | +0.4% | -3.6% |
| 30D | -19.7% | -2.0% | -17.8% | -19.3% |
| 3M | -31.7% | +15.8% | -47.5% | -34.8% |
| 6M | -37.5% | +4.7% | -42.2% | -38.6% |
| YTD | -51.6% | +13.7% | -65.3% | -53.7% |
| 1Y | -53.3% | +29.7% | -83.0% | -57.1% |
| 3Y | -12.2% | +48.4% | -60.7% | -25.1% |
| 5Y | -31.3% | +173.3% | -204.6% | -49.0% |
| All | -39.1% | +129.7% | -168.8% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 10y: compounded portfolio wealth divided by compounded VRTX 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…
10y analysis · Full analysis span regression · 6 months rolling