-34.9%
JOBY vs VXUS
+84.2%
-119.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.2% |
| 7D | +2.2% | +1.6% | +0.7% | -0.8% |
| 30D | -20.8% | +1.0% | -21.8% | -22.4% |
| 3M | -29.5% | +5.7% | -35.1% | -35.7% |
| 6M | -28.4% | +13.6% | -42.0% | -41.5% |
| YTD | -48.2% | +17.4% | -65.6% | -60.0% |
| 1Y | -49.1% | +25.1% | -74.1% | -64.6% |
| 3Y | -6.3% | +75.8% | -82.1% | -62.9% |
| 5Y | -27.2% | +55.4% | -82.6% | -63.4% |
| All | -34.9% | +84.2% | -119.0% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 all: compounded portfolio wealth divided by compounded VXUS 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…
all analysis · Full analysis span regression · 6 months rolling