-28.0%
JOBY vs VTV
+80.6%
-108.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.5% | -0.2% |
| 7D | -5.2% | -1.1% | -4.1% | -3.1% |
| 30D | -19.7% | -1.0% | -18.7% | -18.0% |
| 3M | -31.7% | +4.6% | -36.4% | -37.8% |
| 6M | -37.5% | +13.5% | -51.0% | -51.1% |
| YTD | -51.6% | +18.5% | -70.1% | -65.1% |
| 1Y | -53.3% | +22.9% | -76.2% | -68.3% |
| 3Y | -12.2% | +67.8% | -80.1% | -65.2% |
| All | -28.0% | +80.6% | -108.7% | -72.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling