+11.5%
VZ vs JOBY
-53.4%
+64.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | -0.4% |
| 7D | +1.5% | -14.3% | +15.8% | +1.5% |
| 30D | +4.4% | +10.2% | -5.8% | +4.4% |
| 3M | -2.4% | -38.5% | +36.1% | -2.4% |
| 6M | +1.4% | -54.1% | +55.5% | +1.5% |
| YTD | +21.4% | -61.5% | +82.9% | +21.6% |
| 1Y | +20.3% | -65.7% | +85.9% | +20.6% |
| 3Y | +57.4% | -7.0% | +64.3% | +54.7% |
| 5Y | +21.9% | -44.2% | +66.1% | +18.3% |
| All | +11.5% | -53.4% | +64.9% | +4.3% |
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