+90.2%
JEPQ vs VSAT
+87.4%
+2.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.2% | -1.3% | +1.2% | -0.1% |
| 30D | +0.8% | -14.8% | +15.6% | +1.9% |
| 3M | +4.0% | +2.2% | +1.8% | +3.2% |
| 6M | +10.4% | +60.2% | -49.8% | +5.5% |
| YTD | +11.4% | +115.6% | -104.2% | +3.9% |
| 1Y | +18.9% | +132.9% | -114.0% | +9.8% |
| 3Y | +70.3% | +216.1% | -145.8% | +46.8% |
| All | +90.2% | +87.4% | +2.8% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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