+252.0%
VIAV vs JEPI
+93.4%
+158.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.9% |
| 7D | +13.6% | -1.1% | +14.7% | +15.2% |
| 30D | +5.3% | -1.3% | +6.6% | +6.9% |
| 3M | -15.6% | +3.3% | -19.0% | -19.8% |
| 6M | +34.0% | +1.0% | +33.0% | +31.9% |
| YTD | +119.9% | +4.2% | +115.6% | +108.0% |
| 1Y | +235.2% | +7.9% | +227.2% | +203.2% |
| 3Y | +299.8% | +30.0% | +269.8% | +183.2% |
| 5Y | +140.1% | +40.9% | +99.1% | +53.6% |
| All | +252.0% | +93.4% | +158.6% | +39.4% |
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