-27.4%
VST vs JOBY
-55.3%
+27.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.1% | +5.7% | +0.6% |
| 7D | +5.3% | -5.9% | +11.2% | +6.4% |
| 30D | +5.8% | -27.1% | +32.9% | +11.4% |
| 3M | +3.5% | -30.7% | +34.2% | +9.4% |
| 6M | -7.4% | -36.1% | +28.7% | -1.4% |
| YTD | -6.1% | -51.4% | +45.3% | +4.7% |
| All | -27.4% | -55.3% | +27.9% | -14.6% |
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