+40.1%
JEPI vs VLTO
+55.4%
-15.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.1% |
| 7D | +2.9% | +0.8% | +2.1% | +2.8% |
| 30D | +2.6% | +18.7% | -16.1% | -1.2% |
| 3M | +2.2% | +21.7% | -19.5% | -2.1% |
| 6M | +7.6% | +35.8% | -28.3% | +0.2% |
| YTD | +8.3% | +18.3% | -10.0% | +4.1% |
| 1Y | +9.7% | +20.9% | -11.2% | +4.8% |
| 3Y | +36.7% | +68.8% | -32.1% | +24.7% |
| All | +40.1% | +55.4% | -15.2% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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