+90.2%
JEPQ vs VEEV
+42.5%
+47.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.1% |
| 7D | +1.1% | -7.1% | +8.2% | +2.2% |
| 30D | +1.3% | +11.1% | -9.8% | -0.6% |
| 3M | +4.7% | +55.5% | -50.8% | -3.1% |
| 6M | +10.6% | +33.4% | -22.7% | +4.9% |
| YTD | +11.4% | +16.8% | -5.4% | +8.1% |
| 1Y | +19.4% | -7.7% | +27.2% | +20.9% |
| 3Y | +71.7% | +18.4% | +53.3% | +62.0% |
| All | +90.2% | +42.5% | +47.7% | +68.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling