+679.6%
VST vs JEPI
+98.2%
+581.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.1% | +5.3% | +4.0% |
| 7D | -0.5% | +0.3% | -0.9% | -1.3% |
| 30D | -17.1% | +1.4% | -18.5% | -19.2% |
| 3M | -4.6% | +1.3% | -5.9% | -6.7% |
| 6M | -9.1% | +6.3% | -15.4% | -17.9% |
| YTD | -16.6% | +6.8% | -23.4% | -25.1% |
| 1Y | -29.5% | +9.8% | -39.3% | -39.5% |
| 3Y | +297.5% | +36.0% | +261.5% | +158.4% |
| 5Y | +654.5% | +43.4% | +611.2% | +354.7% |
| All | +679.6% | +98.2% | +581.4% | +154.6% |
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