-48.5%
JOBY vs VTR
+36.9%
-85.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -2.9% |
| 7D | -3.4% | -1.7% | -1.8% | -4.2% |
| 30D | -13.6% | -2.4% | -11.1% | -14.6% |
| 3M | -39.5% | +14.8% | -54.3% | -36.3% |
| 6M | -31.9% | +5.3% | -37.2% | -28.4% |
| YTD | -48.9% | +18.1% | -67.0% | -44.0% |
| 1Y | -48.5% | +36.7% | -85.3% | -39.9% |
| All | -48.5% | +36.9% | -85.4% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling