-65.8%
JOBY vs VUG
+4.9%
-70.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.5% | +2.6% | +0.9% |
| 7D | -0.6% | -3.0% | +2.4% | +5.9% |
| 30D | -12.6% | -6.4% | -6.2% | +0.5% |
| 3M | -36.6% | -3.2% | -33.4% | -32.3% |
| 6M | -43.0% | +3.1% | -46.1% | -45.3% |
| YTD | -61.7% | +6.3% | -68.0% | -63.9% |
| 1Y | -65.8% | +5.2% | -71.0% | -66.7% |
| All | -65.8% | +4.9% | -70.7% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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