+21.2%
VZ vs JEPQ
+21.4%
-0.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.7% |
| 7D | +0.1% | +0.7% | -0.6% | +0.4% |
| 30D | +7.9% | +2.0% | +5.9% | +8.9% |
| 3M | +13.6% | +2.0% | +11.7% | +15.2% |
| 6M | +1.1% | +10.4% | -9.3% | +5.5% |
| YTD | +29.3% | +11.6% | +17.7% | +34.8% |
| 1Y | +21.2% | +20.7% | +0.5% | +36.3% |
| All | +21.2% | +21.4% | -0.1% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 JEPQ 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