+359.1%
VST vs JOBY
-5.7%
+364.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.4% |
| 7D | +9.9% | +2.2% | +7.6% | +9.5% |
| 30D | +7.9% | -20.8% | +28.7% | +12.1% |
| 3M | +3.4% | -29.5% | +32.9% | +8.9% |
| 6M | -4.1% | -28.4% | +24.3% | -0.2% |
| YTD | -5.7% | -48.2% | +42.5% | +3.0% |
| 1Y | -18.9% | -49.1% | +30.2% | -12.2% |
| 3Y | +359.1% | -6.3% | +365.4% | +316.2% |
| All | +359.1% | -5.7% | +364.7% | +316.2% |
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 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