+124.9%
VTI vs JOBY
-41.4%
+166.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | +0.7% |
| 7D | -0.9% | -5.2% | +4.3% | -0.4% |
| 30D | -1.4% | -19.7% | +18.3% | +0.6% |
| 3M | +3.6% | -31.7% | +35.3% | +7.0% |
| 6M | +13.6% | -37.5% | +51.1% | +17.7% |
| YTD | +12.9% | -51.6% | +64.5% | +19.3% |
| 1Y | +17.2% | -53.3% | +70.5% | +23.3% |
| 3Y | +75.7% | -12.2% | +87.9% | +64.9% |
| 5Y | +75.4% | -31.3% | +106.7% | +55.4% |
| All | +124.9% | -41.4% | +166.2% | +98.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling