+90.2%
JEPQ vs VEEV
+43.4%
+46.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -0.2% | -4.6% | +4.5% | +0.6% |
| 30D | +0.8% | +8.6% | -7.9% | -0.8% |
| 3M | +4.0% | +62.4% | -58.5% | -4.5% |
| 6M | +10.4% | +40.3% | -29.9% | +3.7% |
| YTD | +11.4% | +17.5% | -6.1% | +8.0% |
| 1Y | +18.9% | -6.1% | +25.0% | +20.0% |
| 3Y | +70.3% | +16.7% | +53.6% | +61.3% |
| All | +90.2% | +43.4% | +46.8% | +67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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