+32.1%
VEEV vs JEPI
+93.4%
-61.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.8% |
| 7D | -7.1% | -1.1% | -6.0% | -5.7% |
| 30D | +11.1% | -1.3% | +12.4% | +12.9% |
| 3M | +55.5% | +3.3% | +52.2% | +49.3% |
| 6M | +33.4% | +1.0% | +32.4% | +31.4% |
| YTD | +16.8% | +4.2% | +12.6% | +10.5% |
| 1Y | -7.7% | +7.9% | -15.7% | -16.7% |
| 3Y | +18.4% | +30.0% | -11.7% | -17.7% |
| 5Y | -14.8% | +40.9% | -55.7% | -46.5% |
| All | +32.1% | +93.4% | -61.3% | -48.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling