+90.2%
JEPQ vs VRSN
+63.8%
+26.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.5% |
| 7D | -0.2% | +0.2% | -0.4% | -0.2% |
| 30D | +0.8% | +3.8% | -3.0% | -0.2% |
| 3M | +4.0% | +5.0% | -1.0% | +2.3% |
| 6M | +10.4% | +24.9% | -14.5% | +2.3% |
| YTD | +11.4% | +21.6% | -10.2% | +3.8% |
| 1Y | +18.9% | +2.4% | +16.5% | +17.6% |
| 3Y | +70.3% | +47.3% | +22.9% | +42.6% |
| All | +90.2% | +63.8% | +26.4% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling