+1,429.2%
VRT vs JOBY
-41.4%
+1,470.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +3.3% |
| 7D | -8.4% | -5.2% | -3.2% | -7.0% |
| 30D | -10.9% | -19.7% | +8.9% | -5.9% |
| 3M | -13.7% | -31.7% | +18.0% | -5.5% |
| 6M | -4.1% | -37.5% | +33.4% | +6.1% |
| YTD | +58.7% | -51.6% | +110.3% | +84.7% |
| 1Y | +89.6% | -53.3% | +142.9% | +118.7% |
| 3Y | +558.1% | -12.2% | +570.4% | +489.2% |
| 5Y | +953.0% | -31.3% | +984.2% | +715.0% |
| All | +1,429.2% | -41.4% | +1,470.5% | +1,109.8% |
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