+766.9%
VST vs JEPI
+41.6%
+725.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.6% |
| 7D | +9.9% | -0.2% | +10.1% | +10.2% |
| 30D | +7.9% | -0.6% | +8.5% | +8.9% |
| 3M | +3.4% | +4.8% | -1.4% | -4.2% |
| 6M | -4.1% | +2.1% | -6.2% | -7.4% |
| YTD | -5.7% | +4.8% | -10.5% | -12.5% |
| 1Y | -18.9% | +8.4% | -27.3% | -28.8% |
| 3Y | +359.1% | +30.8% | +328.3% | +220.5% |
| 5Y | +766.9% | +41.0% | +725.9% | +443.0% |
| All | +766.9% | +41.6% | +725.3% | +443.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling