+248.2%
VIAV vs JEPI
+93.8%
+154.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +2.7% |
| 7D | +11.2% | -1.0% | +12.2% | +12.6% |
| 30D | -10.1% | -1.4% | -8.7% | -8.5% |
| 3M | -22.9% | +3.5% | -26.4% | -26.9% |
| 6M | +28.8% | +1.9% | +26.8% | +25.3% |
| YTD | +117.5% | +4.4% | +113.0% | +105.3% |
| 1Y | +216.1% | +7.2% | +208.9% | +188.6% |
| 3Y | +292.2% | +29.8% | +262.4% | +178.7% |
| 5Y | +141.0% | +41.7% | +99.3% | +53.0% |
| All | +248.2% | +93.8% | +154.4% | +37.6% |
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