+588.9%
VST vs JEPI
+40.5%
+548.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.1% | +10.5% | +10.4% |
| 7D | -9.8% | -2.0% | -7.8% | -7.3% |
| 30D | -25.1% | 0.0% | -25.1% | -25.4% |
| 3M | -11.6% | -0.8% | -10.8% | -10.8% |
| 6M | -20.9% | +3.2% | -24.2% | -25.2% |
| YTD | -22.3% | +4.7% | -27.0% | -28.0% |
| 1Y | -32.0% | +8.0% | -40.0% | -40.1% |
| 3Y | +262.4% | +32.3% | +230.1% | +149.0% |
| All | +588.9% | +40.5% | +548.4% | +336.5% |
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