-39.1%
JOBY vs VTRS
+34.8%
-73.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.0% |
| 7D | -5.2% | -2.2% | -3.0% | -4.6% |
| 30D | -19.7% | +3.3% | -23.0% | -20.6% |
| 3M | -31.7% | +2.0% | -33.7% | -32.6% |
| 6M | -37.5% | +19.9% | -57.5% | -41.8% |
| YTD | -51.6% | +35.7% | -87.3% | -57.0% |
| 1Y | -53.3% | +68.1% | -121.4% | -61.6% |
| 3Y | -12.2% | +87.1% | -99.3% | -33.1% |
| 5Y | -31.3% | +47.6% | -78.9% | -46.8% |
| All | -39.1% | +34.8% | -73.9% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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