-65.8%
JOBY vs VTV
+28.2%
-94.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.5% | +2.6% | +0.5% |
| 7D | -0.6% | +1.8% | -2.4% | -4.7% |
| 30D | -12.6% | +6.0% | -18.6% | -24.4% |
| 3M | -36.6% | +3.7% | -40.3% | -42.1% |
| 6M | -43.0% | +13.9% | -56.9% | -59.3% |
| YTD | -61.7% | +22.8% | -84.5% | -78.0% |
| 1Y | -65.8% | +27.9% | -93.7% | -82.8% |
| All | -65.8% | +28.2% | -94.0% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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