+22.0%
VZ vs JEPI
+7.8%
+14.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | -1.0% | -1.1% | +0.2% | -0.6% |
| 30D | +5.8% | -1.3% | +7.0% | +6.2% |
| 3M | +10.5% | +3.3% | +7.2% | +10.3% |
| 6M | +1.8% | +1.0% | +0.8% | +2.2% |
| YTD | +28.3% | +4.2% | +24.0% | +26.8% |
| 1Y | +22.0% | +7.9% | +14.0% | +16.9% |
| All | +22.0% | +7.8% | +14.1% | +16.9% |
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