-43.5%
JOBY vs VT
+92.2%
-135.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.2% | +11.7% | +11.4% |
| 7D | +21.0% | -2.3% | +23.3% | +26.0% |
| 30D | +3.1% | -5.0% | +8.1% | +13.9% |
| 3M | -27.9% | -4.9% | -23.1% | -20.4% |
| 6M | -43.6% | -1.5% | -42.1% | -40.7% |
| YTD | -55.1% | +8.5% | -63.6% | -60.5% |
| 1Y | -58.6% | +11.4% | -70.0% | -65.2% |
| 3Y | -0.5% | +70.1% | -70.6% | -61.2% |
| 5Y | -40.5% | +53.7% | -94.2% | -69.8% |
| All | -43.5% | +92.2% | -135.8% | -77.1% |
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