+25.9%
VZ vs JOBY
-30.0%
+55.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | +0.5% |
| 7D | +0.2% | +2.2% | -2.0% | +0.2% |
| 30D | +7.1% | -20.8% | +28.0% | +7.1% |
| 3M | +12.8% | -29.5% | +42.3% | +12.9% |
| 6M | +1.8% | -28.4% | +30.2% | +1.8% |
| YTD | +30.0% | -48.2% | +78.2% | +30.3% |
| 1Y | +24.3% | -49.1% | +73.4% | +24.5% |
| 3Y | +84.3% | -6.3% | +90.6% | +81.6% |
| 5Y | +25.9% | -27.2% | +53.2% | +21.1% |
| All | +25.9% | -30.0% | +55.9% | +21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling