+92.8%
JEPI vs VIVK
-100.0%
+192.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -0.5% |
| 7D | -2.0% | -9.5% | +7.4% | -2.0% |
| 30D | -2.0% | -35.1% | +33.1% | -1.9% |
| 3M | +3.8% | -93.4% | +97.1% | +4.4% |
| 6M | +0.8% | -98.0% | +98.8% | +1.6% |
| YTD | +3.7% | -97.9% | +101.6% | +4.3% |
| 1Y | +7.1% | -100.0% | +107.1% | +8.9% |
| 3Y | +29.4% | -100.0% | +129.4% | +31.0% |
| 5Y | +40.8% | -100.0% | +140.7% | +42.3% |
| All | +92.8% | -100.0% | +192.8% | +96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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