+37.8%
JLL vs VOO
+67.9%
-30.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.6% |
| 7D | +3.1% | -2.7% | +5.8% | +6.6% |
| 30D | +25.0% | -5.4% | +30.4% | +33.7% |
| 3M | +2.0% | -4.1% | +6.0% | +7.2% |
| 6M | +13.9% | +0.7% | +13.2% | +12.0% |
| YTD | +10.2% | +8.7% | +1.5% | -1.6% |
| 1Y | +28.7% | +11.0% | +17.8% | +12.0% |
| 3Y | +150.5% | +75.5% | +75.0% | +19.0% |
| All | +37.8% | +67.9% | -30.1% | -27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling