-39.1%
JOBY vs VTEB
+4.1%
-43.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +0.5% |
| 7D | -5.2% | -0.9% | -4.3% | -3.1% |
| 30D | -19.7% | -2.5% | -17.2% | -14.9% |
| 3M | -31.7% | -3.0% | -28.8% | -26.8% |
| 6M | -37.5% | -2.1% | -35.4% | -33.9% |
| YTD | -51.6% | -1.5% | -50.1% | -49.4% |
| 1Y | -53.3% | +0.2% | -53.5% | -52.7% |
| 3Y | -12.2% | +8.6% | -20.8% | -25.7% |
| 5Y | -31.3% | +1.2% | -32.5% | -37.7% |
| All | -39.1% | +4.1% | -43.2% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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