+22.1%
VZ vs JEPQ
+8.3%
+13.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +1.6% |
| 7D | +0.9% | -0.3% | +1.2% | +0.7% |
| 30D | +8.9% | -6.6% | +15.5% | +4.8% |
| 3M | +0.1% | -2.6% | +2.7% | -1.4% |
| 6M | +1.9% | +0.5% | +1.4% | +2.2% |
| YTD | +22.0% | +7.1% | +14.9% | +24.8% |
| 1Y | +22.1% | +8.1% | +14.0% | +25.3% |
| All | +22.1% | +8.3% | +13.8% | +25.3% |
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