+25.9%
VZ vs JEPI
+41.6%
-15.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +0.9% |
| 7D | +0.2% | -0.2% | +0.4% | +0.4% |
| 30D | +7.1% | -0.6% | +7.7% | +7.5% |
| 3M | +12.8% | +4.8% | +8.0% | +9.8% |
| 6M | +1.8% | +2.1% | -0.3% | +0.6% |
| YTD | +30.0% | +4.8% | +25.1% | +26.2% |
| 1Y | +24.3% | +8.4% | +15.9% | +18.2% |
| 3Y | +84.3% | +30.8% | +53.5% | +53.1% |
| 5Y | +25.9% | +41.0% | -15.0% | -2.2% |
| All | +25.9% | +41.6% | -15.7% | -2.2% |
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