-12.2%
VEEV vs JEPI
+41.5%
-53.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.1% | -0.3% |
| 7D | -4.6% | -1.0% | -3.6% | -3.4% |
| 30D | +8.6% | -1.4% | +10.1% | +10.5% |
| 3M | +62.4% | +3.5% | +58.9% | +55.7% |
| 6M | +40.3% | +1.9% | +38.3% | +36.7% |
| YTD | +17.5% | +4.4% | +13.1% | +11.1% |
| 1Y | -6.1% | +7.2% | -13.3% | -14.3% |
| 3Y | +16.7% | +29.8% | -13.1% | -18.4% |
| All | -12.2% | +41.5% | -53.7% | -45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling