-35.8%
JOBY vs VT
+104.4%
-140.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -3.4% | +0.4% | -3.9% | -4.3% |
| 30D | -13.6% | +1.0% | -14.6% | -15.2% |
| 3M | -39.5% | +2.4% | -41.9% | -41.3% |
| 6M | -31.9% | +12.0% | -43.9% | -44.2% |
| YTD | -48.9% | +15.3% | -64.3% | -60.3% |
| 1Y | -48.5% | +22.6% | -71.1% | -64.1% |
| 3Y | -8.0% | +74.7% | -82.7% | -65.9% |
| 5Y | -33.7% | +66.1% | -99.8% | -71.0% |
| All | -35.8% | +104.4% | -140.2% | -77.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling