-28.0%
JOBY price history and return analytics
+65.7%
-93.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | -0.7% |
| 7D | -5.2% | -1.1% | -4.1% | -2.8% |
| 30D | -19.7% | -1.0% | -18.7% | -17.8% |
| 3M | -31.7% | +3.2% | -34.9% | -35.4% |
| 6M | -37.5% | +12.5% | -50.0% | -49.6% |
| YTD | -51.6% | +14.1% | -65.7% | -61.8% |
| 1Y | -53.3% | +18.9% | -72.2% | -65.7% |
| 3Y | -12.2% | +74.1% | -86.3% | -68.5% |
| All | -28.0% | +65.7% | -93.7% | -67.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling