+156.8%
VT vs JEPI
+93.4%
+63.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | +0.1% |
| 7D | -0.1% | -1.1% | +1.0% | +1.3% |
| 30D | -0.7% | -1.3% | +0.6% | +0.9% |
| 3M | +4.0% | +3.3% | +0.6% | -0.2% |
| 6M | +12.3% | +1.0% | +11.3% | +10.9% |
| YTD | +14.0% | +4.2% | +9.8% | +8.3% |
| 1Y | +20.3% | +7.9% | +12.4% | +9.4% |
| 3Y | +75.4% | +30.0% | +45.4% | +26.3% |
| 5Y | +66.0% | +40.9% | +25.0% | +8.4% |
| All | +156.8% | +93.4% | +63.4% | +5.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling