-12.2%
JOBY vs VWO
+62.9%
-75.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | 0.0% |
| 7D | -5.2% | -1.8% | -3.4% | -1.9% |
| 30D | -19.7% | -0.1% | -19.6% | -19.5% |
| 3M | -31.7% | +2.2% | -34.0% | -33.8% |
| 6M | -37.5% | +8.8% | -46.3% | -44.5% |
| YTD | -51.6% | +12.4% | -64.0% | -59.3% |
| 1Y | -53.3% | +15.6% | -68.9% | -62.4% |
| 3Y | -12.2% | +62.5% | -74.7% | -63.7% |
| All | -12.2% | +62.9% | -75.1% | -63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 3y: compounded portfolio wealth divided by compounded VWO 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…
3y analysis · Full analysis span regression · 6 months rolling