-53.3%
JOBY vs VTV
+24.1%
-77.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.5% | -0.7% |
| 7D | -5.2% | -1.1% | -4.1% | -2.4% |
| 30D | -19.7% | -1.0% | -18.7% | -17.5% |
| 3M | -31.7% | +4.6% | -36.4% | -40.0% |
| 6M | -37.5% | +13.5% | -51.0% | -55.8% |
| YTD | -51.6% | +18.5% | -70.1% | -70.1% |
| 1Y | -53.3% | +22.9% | -76.2% | -73.5% |
| All | -53.3% | +24.1% | -77.4% | -73.5% |
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