+118.3%
JLL vs VOO
+80.9%
+37.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | -4.1% | +0.1% | -4.2% | -4.2% |
| 30D | -2.9% | +0.1% | -3.0% | -2.9% |
| 3M | +21.2% | +2.0% | +19.2% | +18.1% |
| 6M | +16.5% | +13.0% | +3.5% | -0.3% |
| YTD | +7.7% | +13.6% | -5.9% | -8.1% |
| 1Y | +17.8% | +20.1% | -2.3% | -6.5% |
| All | +118.3% | +80.9% | +37.5% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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