+361.1%
VST vs JEPI
+32.2%
+328.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +4.2% |
| 7D | +8.9% | -0.3% | +9.2% | +9.6% |
| 30D | +6.2% | +0.1% | +6.1% | +5.9% |
| 3M | -2.7% | +4.8% | -7.5% | -11.4% |
| 6M | -8.4% | +1.0% | -9.4% | -10.2% |
| YTD | -7.2% | +5.5% | -12.7% | -16.6% |
| 1Y | -20.9% | +9.2% | -30.1% | -33.9% |
| All | +361.1% | +32.2% | +328.8% | +190.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling