+10.6%
JEPI vs VICR
+76.0%
-65.4%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -11.1% | +12.8% | +1.8% |
| 7D | +1.5% | -26.6% | +28.0% | +2.0% |
| 30D | +3.6% | -47.9% | +51.5% | +4.6% |
| 3M | +2.3% | -29.8% | +32.1% | +2.6% |
| 6M | +5.6% | -36.6% | +42.3% | +5.1% |
| YTD | +7.5% | +45.1% | -37.7% | +1.7% |
| 1Y | +10.6% | +80.0% | -69.4% | +3.0% |
| All | +10.6% | +76.0% | -65.4% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling