+142.7%
VEA vs JEPI
+93.8%
+48.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.3% |
| 7D | -1.5% | -1.0% | -0.5% | -0.3% |
| 30D | -0.8% | -1.4% | +0.6% | +0.7% |
| 3M | +2.5% | +3.5% | -1.1% | -1.4% |
| 6M | +11.1% | +1.9% | +9.2% | +8.9% |
| YTD | +17.2% | +4.4% | +12.7% | +11.9% |
| 1Y | +24.5% | +7.2% | +17.3% | +15.6% |
| 3Y | +75.4% | +29.8% | +45.7% | +31.5% |
| 5Y | +61.1% | +41.7% | +19.4% | +9.5% |
| All | +142.7% | +93.8% | +48.9% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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