+8.4%
JEPQ vs VIAV
+72.0%
-63.6%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.2% |
| 7D | -4.9% | -14.7% | +9.8% | -3.4% |
| 30D | -6.7% | -37.4% | +30.7% | -2.6% |
| 3M | -3.0% | -27.1% | +24.1% | -0.7% |
| 6M | +1.4% | -44.0% | +45.4% | +5.6% |
| YTD | +6.5% | +64.9% | -58.4% | -2.2% |
| 1Y | +8.4% | +75.3% | -66.9% | -2.5% |
| All | +8.4% | +72.0% | -63.6% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 1y: compounded portfolio wealth divided by compounded VIAV 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…
1y analysis · Full analysis span regression · 6 months rolling