-53.3%
JOBY vs VSH
+119.5%
-172.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.1% | -4.9% | -1.4% |
| 7D | -5.2% | +4.8% | -10.0% | -7.2% |
| 30D | -19.7% | -0.7% | -19.0% | -19.9% |
| 3M | -31.7% | -43.1% | +11.3% | -14.2% |
| 6M | -37.5% | +91.8% | -129.3% | -56.3% |
| YTD | -51.6% | +131.6% | -183.2% | -70.6% |
| 1Y | -53.3% | +118.1% | -171.4% | -69.6% |
| All | -53.3% | +119.5% | -172.8% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling