+18.4%
JEPQ vs VXUS
+22.1%
-3.7%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | +0.1% |
| 7D | -0.7% | -1.9% | +1.3% | +0.6% |
| 30D | +0.6% | -0.7% | +1.3% | +1.0% |
| 3M | +5.8% | +4.9% | +0.9% | +2.7% |
| 6M | +9.7% | +9.7% | 0.0% | +3.0% |
| YTD | +10.5% | +15.0% | -4.5% | -0.8% |
| 1Y | +18.4% | +22.4% | -4.0% | +1.9% |
| All | +18.4% | +22.1% | -3.7% | +1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling