-32.2%
JOBY vs VRTX
+173.5%
-205.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.5% | -1.3% |
| 7D | -8.2% | -7.8% | -0.4% | -5.9% |
| 30D | -25.1% | -2.8% | -22.2% | -24.5% |
| 3M | -28.8% | +18.1% | -46.9% | -32.5% |
| 6M | -36.1% | +3.1% | -39.2% | -37.0% |
| YTD | -52.2% | +13.5% | -65.7% | -54.3% |
| 1Y | -52.4% | +32.4% | -84.8% | -56.7% |
| 3Y | -13.6% | +50.0% | -63.6% | -27.6% |
| 5Y | -32.2% | +172.9% | -205.0% | -44.4% |
| All | -32.2% | +173.5% | -205.6% | -44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling