-45.9%
JOBY vs VT
+57.0%
-102.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.6% | -4.2% |
| 7D | -14.3% | +2.4% | -16.7% | -18.4% |
| 30D | +10.2% | -1.5% | +11.7% | +13.1% |
| 3M | -38.5% | -4.1% | -34.4% | -32.9% |
| 6M | -54.1% | +0.6% | -54.6% | -53.8% |
| YTD | -61.5% | +11.0% | -72.6% | -68.0% |
| 1Y | -65.7% | +13.3% | -79.0% | -72.5% |
| 3Y | -7.0% | +73.4% | -80.4% | -66.7% |
| All | -45.9% | +57.0% | -102.9% | -73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling