+82.2%
JEPQ vs VXUS
+69.2%
+13.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +3.4% | +2.1% | +1.3% | +1.7% |
| 30D | -5.6% | -1.1% | -4.5% | -4.6% |
| 3M | -4.2% | -5.6% | +1.5% | +0.3% |
| 6M | -0.2% | -2.3% | +2.1% | +1.6% |
| YTD | +6.7% | +10.4% | -3.6% | -1.8% |
| 1Y | +9.5% | +13.1% | -3.6% | -1.2% |
| 3Y | +60.5% | +68.0% | -7.5% | +4.3% |
| All | +82.2% | +69.2% | +13.0% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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