+1,842.7%
VRT vs JEPQ
+94.0%
+1,748.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +1.7% |
| 7D | -8.4% | -0.2% | -8.2% | -7.9% |
| 30D | -10.9% | +0.8% | -11.6% | -12.1% |
| 3M | -13.7% | +4.0% | -17.6% | -19.3% |
| 6M | -4.1% | +10.4% | -14.5% | -21.1% |
| YTD | +58.7% | +11.4% | +47.3% | +28.9% |
| 1Y | +89.6% | +18.9% | +70.7% | +35.2% |
| 3Y | +558.1% | +70.3% | +487.9% | +151.5% |
| All | +1,842.7% | +94.0% | +1,748.7% | +514.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling