+535.3%
VRT vs JOBY
-14.6%
+549.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.7% | -3.9% | -5.2% |
| 7D | -7.7% | -8.2% | +0.5% | -5.6% |
| 30D | -12.0% | -25.1% | +13.1% | -5.4% |
| 3M | -11.7% | -28.8% | +17.1% | -4.1% |
| 6M | -8.1% | -36.1% | +28.1% | +1.3% |
| YTD | +53.2% | -52.2% | +105.4% | +78.4% |
| 1Y | +81.7% | -52.4% | +134.1% | +108.2% |
| All | +535.3% | -14.6% | +549.9% | +493.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling