+143.6%
VLO vs JEPQ
+21.4%
+122.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | +5.2% | +0.7% | +4.5% | +5.3% |
| 30D | +22.6% | +2.0% | +20.6% | +22.8% |
| 3M | +43.8% | +2.0% | +41.8% | +43.5% |
| 6M | +65.7% | +10.4% | +55.3% | +68.9% |
| YTD | +131.1% | +11.6% | +119.5% | +131.8% |
| 1Y | +143.6% | +20.7% | +122.9% | +159.5% |
| All | +143.6% | +21.4% | +122.3% | +159.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 JEPQ 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