-34.9%
JOBY vs VRTX
+135.7%
-170.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.2% | +4.6% | +2.4% |
| 7D | +2.2% | -3.4% | +5.7% | +3.2% |
| 30D | -20.8% | +6.6% | -27.5% | -22.4% |
| 3M | -29.5% | +19.4% | -48.9% | -33.2% |
| 6M | -28.4% | +15.8% | -44.2% | -31.7% |
| YTD | -48.2% | +16.7% | -64.8% | -50.8% |
| 1Y | -49.1% | +33.8% | -82.9% | -53.6% |
| 3Y | -6.3% | +54.2% | -60.5% | -21.0% |
| 5Y | -27.2% | +176.4% | -203.6% | -46.2% |
| All | -34.9% | +135.7% | -170.5% | -49.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling