+75.3%
VIAV vs JEPI
+10.9%
+64.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -4.9% |
| 7D | -14.7% | +1.5% | -16.2% | -16.6% |
| 30D | -37.4% | +3.6% | -40.9% | -40.7% |
| 3M | -27.1% | +2.3% | -29.4% | -29.9% |
| 6M | -44.0% | +5.6% | -49.7% | -49.6% |
| YTD | +64.9% | +7.5% | +57.4% | +43.8% |
| 1Y | +75.3% | +10.6% | +64.7% | +43.4% |
| All | +75.3% | +10.9% | +64.4% | +43.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling