+1,630.0%
VRT vs JOBY
-37.2%
+1,667.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.3% |
| 7D | +13.6% | +2.2% | +11.4% | +13.0% |
| 30D | +6.8% | -20.8% | +27.6% | +12.7% |
| 3M | -3.2% | -29.5% | +26.3% | +5.0% |
| 6M | +20.3% | -28.4% | +48.7% | +28.8% |
| YTD | +79.6% | -48.2% | +127.8% | +105.2% |
| 1Y | +139.0% | -49.1% | +188.1% | +169.5% |
| 3Y | +644.6% | -6.3% | +650.9% | +555.2% |
| 5Y | +1,024.4% | -27.2% | +1,051.6% | +755.3% |
| All | +1,630.0% | -37.2% | +1,667.3% | +1,244.5% |
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