-39.1%
JOBY price history and return analytics
+102.1%
-141.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | -0.6% |
| 7D | -5.2% | -1.1% | -4.1% | -2.9% |
| 30D | -19.7% | -1.0% | -18.7% | -17.9% |
| 3M | -31.7% | +3.2% | -34.9% | -35.3% |
| 6M | -37.5% | +12.5% | -50.0% | -49.3% |
| YTD | -51.6% | +14.1% | -65.7% | -61.5% |
| 1Y | -53.3% | +18.9% | -72.2% | -65.3% |
| 3Y | -12.2% | +74.1% | -86.3% | -67.1% |
| 5Y | -31.3% | +66.9% | -98.2% | -69.9% |
| All | -39.1% | +102.1% | -141.3% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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