+27.0%
VZ vs JEPI
+101.5%
-74.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.3% | 0.0% |
| 7D | +0.9% | -0.1% | +1.1% | +1.0% |
| 30D | +8.9% | +2.8% | +6.1% | +7.0% |
| 3M | +0.1% | +2.6% | -2.5% | -1.5% |
| 6M | +1.9% | +8.4% | -6.5% | -3.1% |
| YTD | +22.0% | +8.6% | +13.4% | +15.6% |
| 1Y | +22.1% | +10.4% | +11.7% | +14.5% |
| 3Y | +58.7% | +37.1% | +21.6% | +26.7% |
| 5Y | +22.3% | +45.5% | -23.2% | -6.9% |
| All | +27.0% | +101.5% | -74.6% | -29.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling