-28.5%
VST vs JEPI
+9.5%
-38.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.1% | +5.3% | +4.7% |
| 7D | -0.5% | +0.3% | -0.9% | -1.0% |
| 30D | -17.1% | +1.4% | -18.5% | -18.8% |
| 3M | -4.6% | +1.3% | -5.9% | -6.4% |
| 6M | -9.1% | +6.3% | -15.4% | -17.1% |
| YTD | -16.6% | +6.8% | -23.4% | -24.6% |
| All | -28.5% | +9.5% | -38.0% | -35.9% |
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