+27.0%
VZ vs JEPI
+100.3%
-73.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.3% | +0.1% |
| 7D | +0.9% | -0.1% | +1.1% | +1.0% |
| 30D | +8.9% | +2.2% | +6.7% | +7.4% |
| 3M | +0.1% | +2.0% | -1.9% | -1.2% |
| 6M | +1.9% | +7.7% | -5.8% | -2.7% |
| YTD | +22.0% | +8.0% | +14.1% | +16.0% |
| 1Y | +22.1% | +9.7% | +12.4% | +14.9% |
| 3Y | +58.7% | +36.3% | +22.4% | +27.2% |
| 5Y | +22.3% | +44.6% | -22.3% | -6.5% |
| All | +27.0% | +100.3% | -73.3% | -28.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling