+41.8%
JEPI vs VSAT
+51.7%
-9.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -1.0% | -1.3% | +0.3% | -1.0% |
| 30D | -1.4% | -14.8% | +13.4% | -0.8% |
| 3M | +3.5% | +2.2% | +1.3% | +3.0% |
| 6M | +1.9% | +60.2% | -58.3% | -1.2% |
| YTD | +4.4% | +115.6% | -111.2% | -0.4% |
| 1Y | +7.2% | +132.9% | -125.7% | +1.5% |
| 3Y | +29.8% | +216.1% | -186.3% | +16.9% |
| All | +41.8% | +51.7% | -9.8% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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