+90.2%
JEPQ vs VIAV
+173.7%
-83.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | +0.3% |
| 7D | -0.2% | +11.2% | -11.3% | -1.7% |
| 30D | +0.8% | -10.1% | +10.9% | +2.0% |
| 3M | +4.0% | -22.9% | +26.8% | +6.7% |
| 6M | +10.4% | +28.8% | -18.4% | +3.3% |
| YTD | +11.4% | +117.5% | -106.0% | -5.8% |
| 1Y | +18.9% | +216.1% | -197.2% | -7.0% |
| 3Y | +70.3% | +292.2% | -221.9% | +25.4% |
| All | +90.2% | +173.7% | -83.4% | +56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling