+98.9%
VEA vs JOBY
-41.4%
+140.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +1.0% |
| 7D | -1.5% | -5.2% | +3.7% | -1.0% |
| 30D | -0.8% | -19.7% | +18.9% | +0.9% |
| 3M | +2.5% | -31.7% | +34.2% | +5.3% |
| 6M | +11.1% | -37.5% | +48.7% | +14.6% |
| YTD | +17.2% | -51.6% | +68.8% | +22.6% |
| 1Y | +24.5% | -53.3% | +77.8% | +29.8% |
| 3Y | +75.4% | -12.2% | +87.7% | +67.1% |
| 5Y | +61.1% | -31.3% | +92.4% | +46.9% |
| All | +98.9% | -41.4% | +140.2% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 10y: compounded portfolio wealth divided by compounded JOBY 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…
10y analysis · Full analysis span regression · 6 months rolling