+96.1%
JEPI vs VT
+158.2%
-62.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.4% |
| 7D | -0.3% | +0.4% | -0.8% | -0.6% |
| 30D | +0.1% | +1.0% | -0.8% | -0.4% |
| 3M | +4.8% | +2.4% | +2.4% | +3.2% |
| 6M | +1.0% | +12.0% | -11.0% | -5.5% |
| YTD | +5.5% | +15.3% | -9.9% | -3.0% |
| 1Y | +9.2% | +22.6% | -13.4% | -3.1% |
| 3Y | +31.2% | +74.7% | -43.5% | -4.8% |
| 5Y | +41.4% | +66.1% | -24.8% | +3.3% |
| All | +96.1% | +158.2% | -62.1% | +19.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling