+649.3%
VLO vs JEPI
+93.8%
+555.5%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +0.5% |
| 7D | +5.3% | -1.0% | +6.3% | +6.4% |
| 30D | +18.2% | -1.4% | +19.7% | +20.1% |
| 3M | +53.3% | +3.5% | +49.8% | +47.1% |
| 6M | +70.4% | +1.9% | +68.5% | +65.5% |
| YTD | +143.4% | +4.4% | +138.9% | +129.2% |
| 1Y | +153.0% | +7.2% | +145.8% | +130.6% |
| 3Y | +195.0% | +29.8% | +165.2% | +115.1% |
| 5Y | +618.8% | +41.7% | +577.0% | +366.2% |
| All | +649.3% | +93.8% | +555.5% | +120.2% |
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