+82.7%
VTRS vs JEPI
+7.1%
+75.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.3% | +2.0% | +3.3% |
| 7D | -1.2% | -2.7% | +1.5% | +2.4% |
| 30D | +8.2% | -0.3% | +8.4% | +8.0% |
| 3M | +8.3% | -1.3% | +9.6% | +9.9% |
| 6M | +24.1% | +2.5% | +21.5% | +18.2% |
| YTD | +56.0% | +4.0% | +52.0% | +43.9% |
| 1Y | +82.7% | +6.8% | +75.9% | +56.8% |
| All | +82.7% | +7.1% | +75.6% | +56.8% |
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