-20.9%
VST vs JOBY
-48.4%
+27.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +3.8% |
| 7D | +8.9% | -3.4% | +12.3% | +9.5% |
| 30D | +6.2% | -13.6% | +19.8% | +8.6% |
| 3M | -2.7% | -39.5% | +36.8% | +4.9% |
| 6M | -8.4% | -31.9% | +23.5% | -3.6% |
| YTD | -7.2% | -48.9% | +41.7% | +2.4% |
| 1Y | -20.9% | -48.5% | +27.7% | -7.4% |
| All | -20.9% | -48.4% | +27.5% | -7.4% |
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