+84.3%
VZ vs JEPQ
+71.9%
+12.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +0.2% | +1.4% | -1.2% | +0.4% |
| 30D | +7.1% | +1.3% | +5.8% | +7.3% |
| 3M | +12.8% | +3.8% | +9.0% | +13.5% |
| 6M | +1.8% | +12.2% | -10.4% | +3.0% |
| YTD | +30.0% | +11.6% | +18.4% | +31.4% |
| 1Y | +24.3% | +19.9% | +4.4% | +25.7% |
| 3Y | +84.3% | +71.9% | +12.4% | +71.1% |
| All | +84.3% | +71.9% | +12.4% | +71.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling