+96.8%
VEA vs JOBY
-42.1%
+138.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.1% |
| 7D | -2.1% | -8.2% | +6.1% | -1.4% |
| 30D | -1.1% | -25.1% | +24.0% | +1.2% |
| 3M | +5.1% | -28.8% | +33.9% | +7.6% |
| 6M | +9.8% | -36.1% | +45.9% | +13.0% |
| YTD | +15.9% | -52.2% | +68.1% | +21.5% |
| 1Y | +24.6% | -52.4% | +77.0% | +29.7% |
| 3Y | +75.5% | -13.6% | +89.1% | +67.4% |
| 5Y | +59.4% | -32.2% | +91.5% | +45.5% |
| All | +96.8% | -42.1% | +138.9% | +77.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling