+76.3%
JEPQ vs VLTO
+26.2%
+50.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | +1.4% | -1.6% | +3.0% | +1.8% |
| 30D | +1.3% | -2.9% | +4.2% | +1.9% |
| 3M | +3.8% | +12.7% | -8.8% | +0.5% |
| 6M | +12.2% | +1.6% | +10.6% | +11.5% |
| YTD | +11.6% | -4.0% | +15.5% | +12.5% |
| 1Y | +19.9% | -10.2% | +30.0% | +23.0% |
| All | +76.3% | +26.2% | +50.1% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VLTO 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling