+123.0%
VTI vs JOBY
-42.1%
+165.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.5% |
| 7D | -2.0% | -8.2% | +6.1% | -1.2% |
| 30D | -1.9% | -25.1% | +23.1% | +0.7% |
| 3M | +4.5% | -28.8% | +33.3% | +7.6% |
| 6M | +12.6% | -36.1% | +48.7% | +16.4% |
| YTD | +12.0% | -52.2% | +64.2% | +18.4% |
| 1Y | +17.3% | -52.4% | +69.8% | +23.2% |
| 3Y | +75.3% | -13.6% | +88.9% | +64.8% |
| 5Y | +74.0% | -32.2% | +106.2% | +54.3% |
| All | +123.0% | -42.1% | +165.1% | +97.3% |
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