+44.9%
JLL vs VOO
+82.3%
-37.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.1% |
| 7D | -0.7% | +0.5% | -1.3% | -1.4% |
| 30D | -2.8% | -0.9% | -1.9% | -1.6% |
| 3M | +19.5% | +3.9% | +15.6% | +13.6% |
| 6M | +17.7% | +14.5% | +3.1% | -1.7% |
| YTD | +4.6% | +13.0% | -8.3% | -10.6% |
| 1Y | +12.9% | +19.4% | -6.6% | -10.5% |
| 3Y | +109.2% | +78.9% | +30.3% | -1.8% |
| 5Y | +44.9% | +82.3% | -37.4% | -30.5% |
| All | +44.9% | +82.3% | -37.4% | -30.5% |
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 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