+90.4%
JEPQ vs VOO
+95.1%
-4.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.5% |
| 7D | +1.4% | +0.5% | +0.9% | +0.9% |
| 30D | +1.3% | -0.9% | +2.3% | +2.2% |
| 3M | +3.8% | +3.9% | 0.0% | +0.3% |
| 6M | +12.2% | +14.5% | -2.4% | -1.2% |
| YTD | +11.6% | +13.0% | -1.4% | -0.4% |
| 1Y | +19.9% | +19.4% | +0.5% | +1.6% |
| 3Y | +71.9% | +78.9% | -7.0% | +0.7% |
| All | +90.4% | +95.1% | -4.7% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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