+81.7%
VRT vs JEPI
+7.0%
+74.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -4.5% |
| 7D | -7.7% | -2.0% | -5.7% | -3.4% |
| 30D | -12.0% | -2.0% | -9.9% | -8.0% |
| 3M | -11.7% | +3.8% | -15.5% | -18.6% |
| 6M | -8.1% | +0.8% | -8.9% | -9.2% |
| YTD | +53.2% | +3.7% | +49.5% | +43.9% |
| 1Y | +81.7% | +7.1% | +74.5% | +62.9% |
| All | +81.7% | +7.0% | +74.7% | +62.9% |
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