-9.0%
JOBY vs VT
+75.0%
-84.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.8% |
| 7D | -3.4% | +0.4% | -3.9% | -4.5% |
| 30D | -13.6% | +1.0% | -14.6% | -15.5% |
| 3M | -39.5% | +2.4% | -41.9% | -41.7% |
| 6M | -31.9% | +12.0% | -43.9% | -45.7% |
| YTD | -48.9% | +15.3% | -64.3% | -61.7% |
| 1Y | -48.5% | +22.6% | -71.1% | -65.8% |
| All | -9.0% | +75.0% | -84.0% | -74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling