+89.6%
VRT vs JOBY
-52.0%
+141.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +3.2% |
| 7D | -8.4% | -5.2% | -3.2% | -6.6% |
| 30D | -10.9% | -19.7% | +8.9% | -4.5% |
| 3M | -13.7% | -31.7% | +18.0% | -3.6% |
| 6M | -4.1% | -37.5% | +33.4% | +8.2% |
| YTD | +58.7% | -51.6% | +110.3% | +86.0% |
| 1Y | +89.6% | -53.3% | +142.9% | +138.2% |
| All | +89.6% | -52.0% | +141.6% | +138.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling